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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 | $37,224 | $91,198-59.2% | $178,503-79.1% | $79,856-53.4% |
| Participation rate | 83.9% | 69.2%+14.7pp | 81.9%+1.9pp | 69.6%+14.2pp |
| Annual return | -19.28% | 24.20%-43.5pp | 151.12%-170.4pp | 31.71%-51.0pp |
| Employer contribution / active EE | $8,599 | $3,257+164.0% | $5,011+71.6% | $2,471+248.0% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,211 | $6,748-67.2% | $13,987-84.2% | $5,306-58.3% |