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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 | $19,766 | $49,280-59.9% | $67,313-70.6% | $64,173-69.2% |
| Participation rate | 93.8% | 60.8%+33.0pp | 69.1%+24.7pp | 69.6%+24.2pp |
| Annual return | -15.07% | -1.39%-13.7pp | -4.08%-11.0pp | 7.63%-22.7pp |
| Employer contribution / active EE | $6,056 | $1,668+263.0% | $2,566+136.1% | $2,381+154.4% |
| Participant deferral / active EE | $2,915 | $2,484+17.3% | $3,568-18.3% | $3,470-16.0% |
| Admin fee / account holder | $1,455 | $3,863-62.3% | $4,507-67.7% | $4,887-70.2% |