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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 | $34,096 | $117,859-71.1% | $102,438-66.7% | $145,959-76.6% |
| Participation rate | 94.4% | 78.6%+15.8pp | 76.5%+17.9pp | 80.3%+14.2pp |
| Annual return | -48.75% | 31.72%-80.5pp | 29.37%-78.1pp | 561.95%-610.7pp |
| Employer contribution / active EE | $10,177 | $3,615+181.5% | $3,024+236.6% | $4,661+118.4% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,327 | $13,318-37.5% | $9,448-11.9% | $13,398-37.8% |