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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 | $27,284 | $72,486-62.4% | $87,103-68.7% | $72,976-62.6% |
| Participation rate | 88.4% | 72.8%+15.6pp | 76.9%+11.5pp | 69.5%+18.9pp |
| Annual return | -17.41% | 24.46%-41.9pp | 28.19%-45.6pp | 81.02%-98.4pp |
| Employer contribution / active EE | $2,787 | $1,894+47.2% | $2,521+10.5% | $2,440+14.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,787 | $5,055-44.9% | $7,491-62.8% | $5,124-45.6% |