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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 | $25,697 | $41,981-38.8% | $63,412-59.5% | $59,633-56.9% |
| Participation rate | 75.9% | 60.3%+15.6pp | 67.1%+8.8pp | 68.7%+7.2pp |
| Annual return | -21.75% | 13.04%-34.8pp | 4.04%-25.8pp | 2041.40%-2063.2pp |
| Employer contribution / active EE | $4,129 | $1,287+220.8% | $1,814+127.6% | $2,203+87.5% |
| Participant deferral / active EE | $0 | $2,002-100.0% | $2,496-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,363 | $3,509-61.2% | $3,753-63.7% | $4,297-68.3% |