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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 | $24,810 | $42,909-42.2% | $60,906-59.3% | $68,486-63.8% |
| Participation rate | 93.8% | 66.8%+27.1pp | 73.1%+20.7pp | 67.9%+26.0pp |
| Annual return | -26.83% | -13.99%-12.8pp | 16.94%-43.8pp | -7.85%-19.0pp |
| Employer contribution / active EE | $16,728 | $1,979+745.4% | $2,703+518.8% | $2,597+544.2% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,039 | $3,104-66.5% | $3,227-67.8% | $5,404-80.8% |