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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 | $27,821 | $72,269-61.5% | $101,271-72.5% | $79,852-65.2% |
| Participation rate | 97.0% | 68.5%+28.5pp | 75.8%+21.2pp | 69.6%+27.3pp |
| Annual return | -68.94% | 22.29%-91.2pp | 46.48%-115.4pp | 31.72%-100.7pp |
| Employer contribution / active EE | $18,492 | $2,692+587.0% | $3,660+405.2% | $2,471+648.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,671 | $4,401+51.6% | $5,948+12.2% | $5,306+25.7% |