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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 | $16,291 | $32,037-49.1% | $69,182-76.5% | $62,881-74.1% |
| Participation rate | 75.0% | 43.4%+31.6pp | 55.1%+19.9pp | 69.3%+5.7pp |
| Annual return | 2.29% | 15.16%-12.9pp | -21.93%+24.2pp | 20.14%-17.9pp |
| Employer contribution / active EE | $2,175 | $679+220.3% | $1,206+80.3% | $2,281-4.6% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $412 | $2,608-84.2% | $2,697-84.7% | $4,296-90.4% |