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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 | $23,951 | $77,817-69.2% | $123,553-80.6% | $64,173-62.7% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.8pp |
| Annual return | -45.97% | 12.49%-58.5pp | 119.21%-165.2pp | 7.63%-53.6pp |
| Employer contribution / active EE | $7,072 | $3,014+134.6% | $4,628+52.8% | $2,381+197.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $934 | $5,519-83.1% | $9,284-89.9% | $4,887-80.9% |