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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 | $117,829-71.1% | $102,423-66.7% | $145,877-76.6% |
| Participation rate | 94.4% | 78.6%+15.8pp | 76.5%+17.9pp | 80.3%+14.1pp |
| Annual return | -48.75% | 31.83%-80.6pp | 29.42%-78.2pp | 551.28%-600.0pp |
| Employer contribution / active EE | $10,177 | $3,615+181.6% | $3,023+236.7% | $4,663+118.3% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,327 | $13,335-37.6% | $9,455-11.9% | $13,402-37.9% |