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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 | $32,301 | $51,207-36.9% | $70,565-54.2% | $75,177-57.0% |
| Participation rate | 70.7% | 61.0%+9.7pp | 68.4%+2.3pp | 67.2%+3.5pp |
| Annual return | -97.22% | 30.05%-127.3pp | 32.79%-130.0pp | 160.75%-258.0pp |
| Employer contribution / active EE | $28,546 | $1,826+1462.9% | $2,976+859.3% | $2,671+968.7% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,194 | $4,097+75.6% | $6,430+11.9% | $5,651+27.3% |