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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 | $37,023 | $85,766-56.8% | $136,295-72.8% | $70,131-47.2% |
| Participation rate | 97.4% | 74.2%+23.3pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | -26.48% | 31.45%-57.9pp | 5155.97%-5182.5pp | 73.14%-99.6pp |
| Employer contribution / active EE | $932 | $2,966-68.6% | $4,695-80.2% | $2,342-60.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,524 | $5,420-71.9% | $9,243-83.5% | $4,645-67.2% |