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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 | $20,542 | $47,848-57.1% | $81,473-74.8% | $70,126-70.7% |
| Participation rate | 81.8% | 58.3%+23.5pp | 68.0%+13.9pp | 69.5%+12.3pp |
| Annual return | -44.35% | 27.25%-71.6pp | 38.78%-83.1pp | 73.15%-117.5pp |
| Employer contribution / active EE | $12,198 | $1,527+698.7% | $2,568+375.0% | $2,343+420.7% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,347 | $3,145-57.2% | $4,561-70.5% | $4,645-71.0% |