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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 | $19,548 | $100,811-80.6% | $86,698-77.5% | $134,545-85.5% |
| Participation rate | 94.7% | 79.0%+15.8pp | 76.6%+18.1pp | 81.2%+13.5pp |
| Annual return | -28.71% | 29.11%-57.8pp | 35.96%-64.7pp | 418.37%-447.1pp |
| Employer contribution / active EE | $5,263 | $3,490+50.8% | $2,837+85.5% | $4,742+11.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,733 | $10,926-84.1% | $7,492-76.9% | $11,431-84.8% |