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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 | $21,395 | $155,555-86.2% | $146,866-85.4% | $155,188-86.2% |
| Participation rate | 94.1% | 84.0%+10.2pp | 82.5%+11.6pp | 80.8%+13.3pp |
| Annual return | -50.34% | 115.41%-165.8pp | 102.85%-153.2pp | 148.84%-199.2pp |
| Employer contribution / active EE | $2,484 | $4,647-46.5% | $4,425-43.9% | $4,248-41.5% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,346 | $14,755-84.1% | $13,620-82.8% | $14,480-83.8% |