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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 | $35,944 | $87,132-58.7% | $105,624-66.0% | $80,959-55.6% |
| Participation rate | 98.4% | 70.4%+28.0pp | 75.3%+23.1pp | 67.7%+30.7pp |
| Annual return | -41.79% | 17.03%-58.8pp | 116.20%-158.0pp | 35.67%-77.5pp |
| Employer contribution / active EE | $5,580 | $2,397+132.8% | $3,168+76.2% | $2,757+102.4% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,267 | $8,449-85.0% | $10,961-88.4% | $6,925-81.7% |