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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 | $24,736 | $71,230-65.3% | $93,727-73.6% | $80,959-69.4% |
| Participation rate | 98.9% | 60.4%+38.5pp | 68.7%+30.2pp | 67.7%+31.2pp |
| Annual return | -11.59% | 11.26%-22.8pp | 133.83%-145.4pp | 35.67%-47.3pp |
| Employer contribution / active EE | $1,197 | $1,565-23.5% | $2,421-50.6% | $2,757-56.6% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $893 | $6,961-87.2% | $8,292-89.2% | $6,925-87.1% |