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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 | $81,446-59.9% | $103,374-68.4% | $80,874-59.6% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | -39.60% | 25.57%-65.2pp | 24.89%-64.5pp | 35.62%-75.2pp |
| Employer contribution / active EE | $16,216 | $3,107+421.9% | $3,869+319.1% | $2,756+488.5% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,219 | $6,715-66.9% | $8,394-73.6% | $6,935-68.0% |