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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 | $47,395 | $59,819-20.8% | $79,583-40.4% | $68,490-30.8% |
| Participation rate | 98.0% | 61.1%+36.9pp | 69.5%+28.5pp | 67.9%+30.1pp |
| Annual return | -21.23% | -12.30%-8.9pp | 0.16%-21.4pp | -7.85%-13.4pp |
| Employer contribution / active EE | $16,834 | $1,505+1018.3% | $2,414+597.4% | $2,597+548.3% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $943 | $4,835-80.5% | $6,835-86.2% | $5,403-82.5% |