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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 | $30,317 | $81,504-62.8% | $102,437-70.4% | $80,959-62.6% |
| Participation rate | 98.6% | 66.9%+31.7pp | 74.5%+24.1pp | 67.7%+30.9pp |
| Annual return | -16.82% | 25.60%-42.4pp | 24.95%-41.8pp | 35.67%-52.5pp |
| Employer contribution / active EE | $9,277 | $3,104+198.9% | $3,871+139.7% | $2,757+236.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,543 | $6,719-47.3% | $8,388-57.8% | $6,925-48.8% |