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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 | $42,052 | $67,602-37.8% | $82,312-48.9% | $70,126-40.0% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | -10.02% | 21.57%-31.6pp | 25.88%-35.9pp | 73.15%-83.2pp |
| Employer contribution / active EE | $10,707 | $1,755+510.1% | $2,428+340.9% | $2,343+357.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $833 | $4,512-81.5% | $5,608-85.1% | $4,645-82.1% |