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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 | $59,880 | $76,367-21.6% | $93,614-36.0% | $72,983-18.0% |
| Participation rate | 95.1% | 71.7%+23.3pp | 75.8%+19.3pp | 69.5%+25.6pp |
| Annual return | -1.64% | 25.82%-27.5pp | 32.76%-34.4pp | 81.01%-82.6pp |
| Employer contribution / active EE | $574 | $2,275-74.8% | $2,718-78.9% | $2,440-76.5% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,608-100.0% |
| Admin fee / account holder | $13,171 | $6,838+92.6% | $7,889+66.9% | $5,124+157.0% |