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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 | $18,850 | $48,078-60.8% | $78,676-76.0% | $62,881-70.0% |
| Participation rate | 98.0% | 65.2%+32.8pp | 73.6%+24.4pp | 69.3%+28.7pp |
| Annual return | -0.14% | 31.36%-31.5pp | 62.19%-62.3pp | 20.14%-20.3pp |
| Employer contribution / active EE | $1,579 | $2,015-21.6% | $2,850-44.6% | $2,281-30.8% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $626 | $3,206-80.5% | $4,510-86.1% | $4,296-85.4% |