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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 | $19,904 | $41,377-51.9% | $109,313-81.8% | $62,881-68.3% |
| Participation rate | 71.6% | 57.5%+14.0pp | 71.3%+0.3pp | 69.3%+2.3pp |
| Annual return | -21.87% | 11.05%-32.9pp | 22.07%-43.9pp | 20.14%-42.0pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,817 | $2,045-11.1% | $3,166-42.6% | $3,203-43.3% |
| Admin fee / account holder | $5,903 | $2,884+104.7% | $5,666+4.2% | $4,296+37.4% |