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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 | $31,869 | $72,492-56.0% | $87,102-63.4% | $72,983-56.3% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.9%+21.0pp | 69.5%+28.4pp |
| Annual return | -10.49% | 24.46%-35.0pp | 28.19%-38.7pp | 81.01%-91.5pp |
| Employer contribution / active EE | $2,105 | $1,894+11.1% | $2,521-16.5% | $2,440-13.7% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,958 | $5,055-41.5% | $7,491-60.5% | $5,124-42.3% |