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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 | $35,571 | $73,978-51.9% | $96,515-63.1% | $75,173-52.7% |
| Participation rate | 94.3% | 66.4%+27.9pp | 74.3%+20.0pp | 67.2%+27.1pp |
| Annual return | -45.90% | 26.72%-72.6pp | 35.73%-81.6pp | 160.72%-206.6pp |
| Employer contribution / active EE | $9,593 | $2,931+227.3% | $3,740+156.5% | $2,671+259.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,185 | $5,219-19.8% | $6,735-37.9% | $5,651-25.9% |