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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 | $26,579 | $56,287-52.8% | $80,977-67.2% | $62,881-57.7% |
| Participation rate | 88.6% | 68.9%+19.6pp | 75.8%+12.8pp | 69.3%+19.3pp |
| Annual return | -55.16% | 22.13%-77.3pp | 17.11%-72.3pp | 20.14%-75.3pp |
| Employer contribution / active EE | $15,662 | $1,943+706.2% | $3,715+321.7% | $2,281+586.7% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,085 | $3,742+9.2% | $5,517-26.0% | $4,296-4.9% |