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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 | $61,917 | $91,559-32.4% | $133,971-53.8% | $79,852-22.5% |
| Participation rate | 97.3% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.7pp |
| Annual return | -28.58% | 61.85%-90.4pp | 45.09%-73.7pp | 31.72%-60.3pp |
| Employer contribution / active EE | $7,338 | $2,384+207.8% | $3,919+87.3% | $2,471+197.0% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,486 | $6,321-60.7% | $8,929-72.2% | $5,306-53.1% |