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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 | $20,651 | $58,627-64.8% | $76,735-73.1% | $82,448-75.0% |
| Participation rate | 98.3% | 63.2%+35.1pp | 69.5%+28.8pp | 68.1%+30.3pp |
| Annual return | -30.16% | 39.10%-69.3pp | 29.77%-59.9pp | 41.64%-71.8pp |
| Employer contribution / active EE | $6,480 | $1,729+274.8% | $2,454+164.0% | $2,551+154.0% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,899 | $5,323-64.3% | $7,189-73.6% | $7,234-73.7% |