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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 | $24,377 | $71,873-66.1% | $86,698-71.9% | $68,490-64.4% |
| Participation rate | 96.0% | 72.2%+23.8pp | 76.6%+19.4pp | 67.9%+28.1pp |
| Annual return | -22.72% | 3.54%-26.3pp | 35.96%-58.7pp | -7.85%-14.9pp |
| Employer contribution / active EE | $8,320 | $2,173+282.8% | $2,837+193.3% | $2,597+220.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,686 | $6,110-72.4% | $7,492-77.5% | $5,403-68.8% |