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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 | $57,006 | $59,804-4.7% | $81,982-30.5% | $79,856-28.6% |
| Participation rate | 98.5% | 61.6%+36.8pp | 69.3%+29.2pp | 69.6%+28.8pp |
| Annual return | -15.00% | 17.56%-32.6pp | 41.31%-56.3pp | 31.71%-46.7pp |
| Employer contribution / active EE | $1,891 | $1,713+10.4% | $2,498-24.3% | $2,471-23.5% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,556 | $4,288-63.7% | $5,665-72.5% | $5,306-70.7% |