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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 | $8,217 | $57,073-85.6% | $85,126-90.3% | $80,925-89.8% |
| Participation rate | 96.7% | 56.4%+40.3pp | 67.5%+29.1pp | 67.7%+29.0pp |
| Annual return | -3.19% | 21.69%-24.9pp | 66.63%-69.8pp | 35.65%-38.8pp |
| Employer contribution / active EE | $600 | $1,801-66.7% | $2,731-78.0% | $2,756-78.2% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $497 | $4,988-90.0% | $6,160-91.9% | $6,940-92.8% |