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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 | $117,904-71.1% | $102,457-66.7% | $145,978-76.6% |
| Participation rate | 94.4% | 78.6%+15.8pp | 76.5%+18.0pp | 80.3%+14.2pp |
| Annual return | -48.75% | 31.80%-80.5pp | 29.41%-78.2pp | 550.52%-599.3pp |
| Employer contribution / active EE | $10,177 | $3,613+181.7% | $3,022+236.8% | $4,662+118.3% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,327 | $13,329-37.5% | $9,451-11.9% | $13,400-37.9% |