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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 | $37,413 | $72,269-48.2% | $101,271-63.1% | $79,852-53.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -12.58% | 22.29%-34.9pp | 46.48%-59.1pp | 31.72%-44.3pp |
| Employer contribution / active EE | $1,424 | $2,692-47.1% | $3,660-61.1% | $2,471-42.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $15,489 | $4,401+251.9% | $5,948+160.4% | $5,306+191.9% |