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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 | $24,518 | $48,078-49.0% | $78,676-68.8% | $62,881-61.0% |
| Participation rate | 97.0% | 65.2%+31.8pp | 73.6%+23.5pp | 69.3%+27.7pp |
| Annual return | -2.71% | 31.36%-34.1pp | 62.19%-64.9pp | 20.14%-22.9pp |
| Employer contribution / active EE | $2,597 | $2,015+28.9% | $2,850-8.9% | $2,281+13.9% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,817 | $3,206-43.3% | $4,510-59.7% | $4,296-57.7% |