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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 | $16,558 | $32,037-48.3% | $69,182-76.1% | $62,881-73.7% |
| Participation rate | 88.6% | 43.4%+45.2pp | 55.1%+33.5pp | 69.3%+19.3pp |
| Annual return | 0.21% | 15.16%-15.0pp | -21.93%+22.1pp | 20.14%-19.9pp |
| Employer contribution / active EE | $682 | $679+0.4% | $1,206-43.5% | $2,281-70.1% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $465 | $2,608-82.2% | $2,697-82.7% | $4,296-89.2% |