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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 | $26,963 | $73,839-63.5% | $143,788-81.2% | $68,495-60.6% |
| Participation rate | 97.6% | 66.7%+30.9pp | 80.3%+17.2pp | 67.9%+29.7pp |
| Annual return | -20.33% | 1.01%-21.3pp | -0.03%-20.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,057 | $3,184-35.4% | $4,952-58.5% | $2,596-20.8% |
| Participant deferral / active EE | $3,603 | $3,384+6.5% | $5,638-36.1% | $4,028-10.5% |
| Admin fee / account holder | $1,969 | $5,755-65.8% | $14,675-86.6% | $5,403-63.6% |