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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 | $38,936 | $111,814-65.2% | $103,378-62.3% | $145,978-73.3% |
| Participation rate | 87.0% | 77.9%+9.0pp | 74.5%+12.4pp | 80.3%+6.7pp |
| Annual return | -15.07% | 24.80%-39.9pp | 24.91%-40.0pp | 550.52%-565.6pp |
| Employer contribution / active EE | $20,379 | $4,215+383.5% | $3,870+426.5% | $4,662+337.1% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,011 | $9,764-7.7% | $8,401+7.3% | $13,400-32.8% |