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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 | $42,702 | $45,438-6.0% | $80,004-46.6% | $59,633-28.4% |
| Participation rate | 96.8% | 63.7%+33.0pp | 73.0%+23.8pp | 68.7%+28.1pp |
| Annual return | -33.35% | 5.10%-38.5pp | 7.63%-41.0pp | 2041.40%-2074.8pp |
| Employer contribution / active EE | $2,510 | $1,236+103.1% | $2,473+1.5% | $2,203+14.0% |
| Participant deferral / active EE | $0 | $2,231-100.0% | $3,204-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,927 | $3,464-15.5% | $5,033-41.9% | $4,297-31.9% |