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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 | $30,724 | $78,670-60.9% | $109,173-71.9% | $85,847-64.2% |
| Participation rate | 90.6% | 68.3%+22.3pp | 75.9%+14.7pp | 69.3%+21.2pp |
| Annual return | -59.56% | 25.09%-84.7pp | 25.75%-85.3pp | 318.61%-378.2pp |
| Employer contribution / active EE | $7,471 | $2,734+173.3% | $3,723+100.7% | $2,565+191.2% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,661 | $5,469-14.8% | $6,755-31.0% | $6,261-25.6% |