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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 | $18,704 | $40,275-53.6% | $57,356-67.4% | $59,633-68.6% |
| Participation rate | 96.6% | 69.1%+27.4pp | 75.1%+21.5pp | 68.7%+27.9pp |
| Annual return | -4.65% | 27.52%-32.2pp | 24.41%-29.1pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $1,814 | $1,921-5.6% | $2,689-32.5% | $2,203-17.7% |
| Participant deferral / active EE | $2,019 | $2,400-15.9% | $3,162-36.1% | $3,192-36.7% |
| Admin fee / account holder | $502 | $2,820-82.2% | $3,357-85.1% | $4,297-88.3% |