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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 | $16,591 | $46,697-64.5% | $117,529-85.9% | $68,490-75.8% |
| Participation rate | 88.9% | 56.8%+32.1pp | 70.6%+18.3pp | 67.9%+21.0pp |
| Annual return | -22.02% | -14.52%-7.5pp | 29.77%-51.8pp | -7.85%-14.2pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,719 | $2,637+3.1% | $4,072-33.2% | $4,028-32.5% |
| Admin fee / account holder | $976 | $4,023-75.7% | $5,645-82.7% | $5,403-81.9% |