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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 | $17,028 | $63,082-73.0% | $81,726-79.2% | $79,856-78.7% |
| Participation rate | 96.9% | 67.5%+29.3pp | 72.0%+24.9pp | 69.6%+27.2pp |
| Annual return | -51.24% | 22.66%-73.9pp | 29.49%-80.7pp | 31.71%-82.9pp |
| Employer contribution / active EE | $10,207 | $1,795+468.5% | $4,311+136.8% | $2,471+313.0% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,053 | $4,428-31.0% | $5,160-40.8% | $5,306-42.5% |