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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 | $29,468 | $81,504-63.8% | $102,437-71.2% | $80,959-63.6% |
| Participation rate | 97.1% | 66.9%+30.2pp | 74.5%+22.6pp | 67.7%+29.4pp |
| Annual return | -23.68% | 25.60%-49.3pp | 24.95%-48.6pp | 35.67%-59.4pp |
| Employer contribution / active EE | $15,651 | $3,104+404.3% | $3,871+304.3% | $2,757+467.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,093 | $6,719-9.3% | $8,388-27.4% | $6,925-12.0% |