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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 | $44,343 | $86,949-49.0% | $102,460-56.7% | $80,959-45.2% |
| Participation rate | 97.3% | 72.4%+24.9pp | 76.5%+20.8pp | 67.7%+29.6pp |
| Annual return | -25.73% | 18.89%-44.6pp | 29.47%-55.2pp | 35.67%-61.4pp |
| Employer contribution / active EE | $1,622 | $2,370-31.6% | $3,025-46.4% | $2,757-41.2% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,067 | $8,048-86.7% | $9,460-88.7% | $6,925-84.6% |