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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 | $23,306 | $52,580-55.7% | $71,671-67.5% | $70,126-66.8% |
| Participation rate | 82.9% | 60.9%+22.0pp | 68.7%+14.1pp | 69.5%+13.3pp |
| Annual return | -52.02% | 20.25%-72.3pp | 20.65%-72.7pp | 73.15%-125.2pp |
| Employer contribution / active EE | $510 | $1,616-68.4% | $2,460-79.2% | $2,343-78.2% |
| Participant deferral / active EE | $2,042 | $2,386-14.4% | $3,438-40.6% | $3,332-38.7% |
| Admin fee / account holder | $22,480 | $3,653+515.4% | $5,558+304.4% | $4,645+383.9% |