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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 | $15,925 | $76,407-79.2% | $150,298-89.4% | $82,448-80.7% |
| Participation rate | 96.2% | 66.4%+29.8pp | 77.8%+18.4pp | 68.1%+28.1pp |
| Annual return | -20.82% | 39.99%-60.8pp | 62.79%-83.6pp | 41.64%-62.5pp |
| Employer contribution / active EE | $2,731 | $2,614+4.5% | $4,154-34.3% | $2,551+7.0% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,861 | $6,352-70.7% | $14,116-86.8% | $7,234-74.3% |