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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 | $16,325 | $73,863-77.9% | $143,797-88.6% | $68,490-76.2% |
| Participation rate | 85.7% | 66.7%+19.0pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -21.07% | 0.91%-22.0pp | -0.04%-21.0pp | -7.85%-13.2pp |
| Employer contribution / active EE | $2,895 | $3,185-9.1% | $4,952-41.5% | $2,597+11.5% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,963 | $5,756-65.9% | $14,679-86.6% | $5,403-63.7% |