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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 | $23,241 | $72,177-67.8% | $115,037-79.8% | $59,633-61.0% |
| Participation rate | 96.2% | 72.6%+23.6pp | 81.4%+14.8pp | 68.7%+27.5pp |
| Annual return | -7.97% | 12.02%-20.0pp | 26.14%-34.1pp | 2041.40%-2049.4pp |
| Employer contribution / active EE | $2,885 | $2,841+1.5% | $4,608-37.4% | $2,203+31.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $573 | $4,927-88.4% | $8,175-93.0% | $4,297-86.7% |