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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 | $29,318 | $81,476-64.0% | $102,383-71.4% | $80,925-63.8% |
| Participation rate | 97.7% | 66.8%+30.9pp | 74.5%+23.2pp | 67.7%+30.0pp |
| Annual return | -156.62% | 25.59%-182.2pp | 24.94%-181.6pp | 35.65%-192.3pp |
| Employer contribution / active EE | $49,441 | $3,105+1492.5% | $3,870+1177.5% | $2,756+1693.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $30,561 | $6,717+354.9% | $8,391+264.2% | $6,940+340.3% |