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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 | $34,438 | $60,349-42.9% | $74,184-53.6% | $62,881-45.2% |
| Participation rate | 98.0% | 72.7%+25.3pp | 76.6%+21.4pp | 69.3%+28.7pp |
| Annual return | -8.70% | 21.38%-30.1pp | 17.74%-26.4pp | 20.14%-28.8pp |
| Employer contribution / active EE | $7,584 | $1,680+351.4% | $2,370+220.0% | $2,281+232.5% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,654 | $4,261-61.2% | $5,586-70.4% | $4,296-61.5% |