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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 | $16,527 | $73,848-77.6% | $143,799-88.5% | $68,486-75.9% |
| Participation rate | 80.6% | 66.7%+14.0pp | 80.3%+0.3pp | 67.9%+12.8pp |
| Annual return | -44.37% | 0.91%-45.3pp | -0.04%-44.3pp | -7.85%-36.5pp |
| Employer contribution / active EE | $810 | $3,184-74.6% | $4,952-83.6% | $2,597-68.8% |
| Participant deferral / active EE | $2,770 | $3,385-18.2% | $5,638-50.9% | $4,028-31.2% |
| Admin fee / account holder | $320 | $5,755-94.4% | $14,677-97.8% | $5,404-94.1% |