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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 | $22,568 | $64,176-64.8% | $112,249-79.9% | $66,938-66.3% |
| Participation rate | 80.0% | 68.4%+11.6pp | 75.1%+4.9pp | 69.8%+10.2pp |
| Annual return | -53.75% | -13.80%-40.0pp | 27.48%-81.2pp | 1.58%-55.3pp |
| Employer contribution / active EE | $1,467 | $3,007-51.2% | $3,636-59.7% | $2,545-42.4% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $712 | $626+13.7% | $6,412-88.9% | $594+19.9% |