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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 | $45,691 | $58,493-21.9% | $84,021-45.6% | $72,975-37.4% |
| Participation rate | 98.3% | 61.2%+37.1pp | 69.0%+29.3pp | 69.5%+28.8pp |
| Annual return | -1.85% | 28.93%-30.8pp | 71.32%-73.2pp | 81.01%-82.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $647 | $4,569-85.8% | $6,102-89.4% | $5,124-87.4% |