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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 | $28,538 | $73,009-60.9% | $90,756-68.6% | $68,495-58.3% |
| Participation rate | 97.0% | 70.8%+26.1pp | 75.7%+21.3pp | 67.9%+29.1pp |
| Annual return | -31.58% | -13.81%-17.8pp | -12.16%-19.4pp | -7.84%-23.7pp |
| Employer contribution / active EE | $8,109 | $2,193+269.8% | $2,922+177.5% | $2,596+212.3% |
| Participant deferral / active EE | $18,149 | $3,626+400.5% | $4,565+297.6% | $4,028+350.6% |
| Admin fee / account holder | $1,902 | $5,896-67.7% | $8,445-77.5% | $5,403-64.8% |