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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 | $27,530 | $56,894-51.6% | $84,753-67.5% | $62,881-56.2% |
| Participation rate | 95.7% | 68.5%+27.1pp | 76.6%+19.1pp | 69.3%+26.3pp |
| Annual return | -34.45% | 6.30%-40.8pp | 22.78%-57.2pp | 20.14%-54.6pp |
| Employer contribution / active EE | $2,174 | $2,400-9.4% | $3,574-39.2% | $2,281-4.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $360 | $3,581-89.9% | $5,333-93.2% | $4,296-91.6% |