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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 | $87,060-58.7% | $105,591-66.0% | $80,911-55.6% |
| Participation rate | 98.4% | 70.4%+28.0pp | 75.3%+23.1pp | 67.6%+30.8pp |
| Annual return | -41.79% | 17.05%-58.8pp | 116.43%-158.2pp | 35.63%-77.4pp |
| Employer contribution / active EE | $5,580 | $2,396+132.9% | $3,166+76.2% | $2,756+102.5% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,008-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,267 | $8,442-85.0% | $11,024-88.5% | $6,935-81.7% |