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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 | $81,446-52.2% | $103,374-62.3% | $80,874-51.8% |
| Participation rate | 92.9% | 66.9%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | -61.02% | 25.57%-86.6pp | 24.89%-85.9pp | 35.62%-96.6pp |
| Employer contribution / active EE | $16,667 | $3,107+436.4% | $3,869+330.7% | $2,756+504.8% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,659 | $6,715-45.5% | $8,394-56.4% | $6,935-47.2% |