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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 | $16,808 | $43,075-61.0% | $74,577-77.5% | $62,881-73.3% |
| Participation rate | 72.7% | 58.1%+14.7pp | 68.1%+4.6pp | 69.3%+3.4pp |
| Annual return | -88.83% | 17.50%-106.3pp | 20.47%-109.3pp | 20.14%-109.0pp |
| Employer contribution / active EE | $14,455 | $1,498+865.2% | $2,525+472.4% | $2,281+533.7% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,625 | $2,840-7.6% | $4,138-36.6% | $4,296-38.9% |