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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 | $81,476-52.2% | $102,383-62.0% | $80,925-51.9% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.7%+25.2pp |
| Annual return | -61.02% | 25.59%-86.6pp | 24.94%-86.0pp | 35.65%-96.7pp |
| Employer contribution / active EE | $16,667 | $3,105+436.8% | $3,870+330.6% | $2,756+504.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,659 | $6,717-45.5% | $8,391-56.4% | $6,940-47.3% |