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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 | $15,680 | $202,463-92.3% | $169,397-90.7% | $139,487-88.8% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.2%+2.8pp | 80.3%-0.3pp |
| Annual return | -19.93% | 532.64%-552.6pp | 406.23%-426.2pp | 373.84%-393.8pp |
| Employer contribution / active EE | $4,867 | $4,694+3.7% | $4,013+21.3% | $4,755+2.4% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,355 | $10,726-78.0% | $9,017-73.9% | $11,407-79.4% |