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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 | $38,945 | $81,504-52.2% | $102,437-62.0% | $80,959-51.9% |
| Participation rate | 92.9% | 66.9%+26.0pp | 74.5%+18.3pp | 67.7%+25.2pp |
| Annual return | -61.02% | 25.60%-86.6pp | 24.95%-86.0pp | 35.67%-96.7pp |
| Employer contribution / active EE | $16,667 | $3,104+437.0% | $3,871+330.6% | $2,757+504.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,659 | $6,719-45.6% | $8,388-56.4% | $6,925-47.2% |