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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 | $62,802 | $101,798-38.3% | $165,071-62.0% | $80,935-22.4% |
| Participation rate | 95.2% | 71.8%+23.4pp | 78.6%+16.6pp | 67.7%+27.6pp |
| Annual return | -42.80% | 16.73%-59.5pp | 70.17%-113.0pp | 35.66%-78.5pp |
| Employer contribution / active EE | $7,599 | $2,954+157.2% | $4,347+74.8% | $2,757+175.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $391 | $8,221-95.2% | $12,695-96.9% | $6,924-94.3% |