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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 | $46,689 | $64,729-27.9% | $112,263-58.4% | $68,490-31.8% |
| Participation rate | 90.0% | 67.2%+22.8pp | 75.1%+14.9pp | 67.9%+22.1pp |
| Annual return | -64.59% | -11.40%-53.2pp | 27.49%-92.1pp | -7.85%-56.7pp |
| Employer contribution / active EE | $15,186 | $2,746+453.0% | $3,636+317.6% | $2,597+484.8% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,305 | $5,222-75.0% | $6,410-79.6% | $5,403-75.8% |