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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 | $19,350 | $77,638-75.1% | $156,551-87.6% | $62,881-69.2% |
| Participation rate | 92.9% | 71.2%+21.7pp | 84.0%+8.8pp | 69.3%+23.6pp |
| Annual return | -12.10% | 50.33%-62.4pp | 32.23%-44.3pp | 20.14%-32.2pp |
| Employer contribution / active EE | $1,379 | $3,444-60.0% | $5,501-74.9% | $2,281-39.5% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,421 | $5,561-2.5% | $13,028-58.4% | $4,296+26.2% |