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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 | $39,524 | $72,486-45.5% | $87,103-54.6% | $72,976-45.8% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | -16.90% | 24.46%-41.4pp | 28.19%-45.1pp | 81.02%-97.9pp |
| Employer contribution / active EE | $15,163 | $1,894+700.6% | $2,521+501.3% | $2,440+521.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,914 | $5,055-62.1% | $7,491-74.4% | $5,124-62.6% |