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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 | $47,962 | $32,037+49.7% | $69,182-30.7% | $62,881-23.7% |
| Participation rate | 94.6% | 43.4%+51.2pp | 55.1%+39.5pp | 69.3%+25.3pp |
| Annual return | -5.59% | 15.16%-20.8pp | -21.93%+16.3pp | 20.14%-25.7pp |
| Employer contribution / active EE | $2,270 | $679+234.3% | $1,206+88.2% | $2,281-0.5% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $766 | $2,608-70.6% | $2,697-71.6% | $4,296-82.2% |