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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 | $32,692 | $81,504-59.9% | $102,437-68.1% | $80,959-59.6% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.7%+12.3pp |
| Annual return | -39.60% | 25.60%-65.2pp | 24.95%-64.5pp | 35.67%-75.3pp |
| Employer contribution / active EE | $16,216 | $3,104+422.5% | $3,871+318.9% | $2,757+488.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,219 | $6,719-67.0% | $8,388-73.5% | $6,925-68.0% |