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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 | $81,476-62.8% | $102,383-70.4% | $80,925-62.5% |
| Participation rate | 98.6% | 66.8%+31.7pp | 74.5%+24.1pp | 67.7%+30.9pp |
| Annual return | -16.82% | 25.59%-42.4pp | 24.94%-41.8pp | 35.65%-52.5pp |
| Employer contribution / active EE | $9,277 | $3,105+198.8% | $3,870+139.7% | $2,756+236.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,543 | $6,717-47.3% | $8,391-57.8% | $6,940-49.0% |