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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,532 | $47,944-46.7% | $67,834-62.4% | $62,881-59.4% |
| Participation rate | 91.6% | 61.1%+30.5pp | 68.8%+22.8pp | 69.3%+22.3pp |
| Annual return | -39.39% | 11.77%-51.2pp | 138.47%-177.9pp | 20.14%-59.5pp |
| Employer contribution / active EE | $9,309 | $1,562+495.9% | $2,403+287.3% | $2,281+308.1% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,542 | $3,712-31.5% | $4,622-45.0% | $4,296-40.8% |