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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 | $39,400 | $95,915-58.9% | $79,580-50.5% | $134,532-70.7% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -45.01% | -2.71%-42.3pp | 0.15%-45.2pp | 418.27%-463.3pp |
| Employer contribution / active EE | $12,869 | $3,129+311.3% | $2,413+433.2% | $4,741+171.4% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,078 | $9,132-55.3% | $6,835-40.3% | $11,429-64.3% |