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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 | $29,645 | $37,446-20.8% | $77,552-61.8% | $79,856-62.9% |
| Participation rate | 92.3% | 41.5%+50.8pp | 54.2%+38.1pp | 69.6%+22.7pp |
| Annual return | -1.72% | 39.76%-41.5pp | 54.82%-56.5pp | 31.71%-33.4pp |
| Employer contribution / active EE | $1,923 | $637+201.8% | $987+94.9% | $2,471-22.2% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,741-100.0% |
| Admin fee / account holder | $818 | $2,506-67.4% | $2,859-71.4% | $5,306-84.6% |