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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 | $30,116 | $72,404-58.4% | $110,243-72.7% | $64,173-53.1% |
| Participation rate | 98.2% | 73.3%+24.9pp | 79.8%+18.4pp | 69.6%+28.7pp |
| Annual return | -8.32% | -6.29%-2.0pp | 314.76%-323.1pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,638 | $2,282-28.2% | $3,827-57.2% | $2,381-31.2% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,420 | $5,664-74.9% | $8,548-83.4% | $4,887-71.0% |