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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 | $35,626 | $91,439-61.0% | $135,974-73.8% | $71,511-50.2% |
| Participation rate | 98.3% | 75.7%+22.6pp | 81.9%+16.4pp | 67.9%+30.3pp |
| Annual return | -20.99% | 29.90%-50.9pp | 68.30%-89.3pp | 28.86%-49.8pp |
| Employer contribution / active EE | $2,970 | $3,705-19.8% | $4,859-38.9% | $2,589+14.7% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1,476 | $1,267+16.5% | $10,767-86.3% | $1,588-7.1% |