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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 | $27,827 | $57,108-51.3% | $94,229-70.5% | $52,331-46.8% |
| Participation rate | 97.4% | 72.9%+24.4pp | 78.8%+18.6pp | 68.1%+29.3pp |
| Annual return | -4.77% | 1.47%-6.2pp | 10.68%-15.5pp | 4.54%-9.3pp |
| Employer contribution / active EE | $3,509 | $1,735+102.2% | $3,587-2.2% | $1,882+86.5% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1,607 | $546+194.1% | $6,269-74.4% | $592+171.6% |