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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 | $32,738 | $106,749-69.3% | $145,433-77.5% | $82,448-60.3% |
| Participation rate | 97.6% | 75.6%+21.9pp | 82.1%+15.5pp | 68.1%+29.5pp |
| Annual return | -14.93% | 27.59%-42.5pp | 66.58%-81.5pp | 41.64%-56.6pp |
| Employer contribution / active EE | $3,614 | $3,444+4.9% | $4,554-20.6% | $2,551+41.7% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $619 | $8,390-92.6% | $13,129-95.3% | $7,234-91.4% |