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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 | $41,305 | $56,894-27.4% | $84,753-51.3% | $62,881-34.3% |
| Participation rate | 72.0% | 68.5%+3.5pp | 76.6%-4.6pp | 69.3%+2.7pp |
| Annual return | -12.39% | 6.30%-18.7pp | 22.78%-35.2pp | 20.14%-32.5pp |
| Employer contribution / active EE | $3,076 | $2,400+28.2% | $3,574-13.9% | $2,281+34.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $13,521 | $3,581+277.6% | $5,333+153.5% | $4,296+214.8% |