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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 | $12,361 | $42,917-71.2% | $60,899-79.7% | $68,495-82.0% |
| Participation rate | 88.5% | 66.8%+21.7pp | 73.1%+15.4pp | 67.9%+20.6pp |
| Annual return | -84.78% | -13.99%-70.8pp | 16.92%-101.7pp | -7.84%-76.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,325 | $2,867+16.0% | $3,817-12.9% | $4,028-17.4% |
| Admin fee / account holder | $1,260 | $3,102-59.4% | $3,225-60.9% | $5,403-76.7% |