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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 | $17,612 | $48,078-63.4% | $78,676-77.6% | $62,881-72.0% |
| Participation rate | 94.3% | 65.2%+29.1pp | 73.6%+20.8pp | 69.3%+25.0pp |
| Annual return | -2.14% | 31.36%-33.5pp | 62.19%-64.3pp | 20.14%-22.3pp |
| Employer contribution / active EE | $1,338 | $2,015-33.6% | $2,850-53.0% | $2,281-41.3% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,577 | $3,206-19.6% | $4,510-42.9% | $4,296-40.0% |