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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 | $52,945 | $65,361-19.0% | $92,903-43.0% | $72,983-27.5% |
| Participation rate | 93.1% | 68.3%+24.8pp | 76.0%+17.1pp | 69.5%+23.6pp |
| Annual return | -36.51% | 42.11%-78.6pp | 109.43%-145.9pp | 81.01%-117.5pp |
| Employer contribution / active EE | $14,128 | $2,594+444.6% | $3,653+286.7% | $2,440+479.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,539 | $4,251-16.7% | $5,795-38.9% | $5,124-30.9% |