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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 | $32,831 | $59,819-45.1% | $79,583-58.7% | $68,490-52.1% |
| Participation rate | 88.5% | 61.1%+27.4pp | 69.5%+19.0pp | 67.9%+20.6pp |
| Annual return | -20.45% | -12.30%-8.2pp | 0.16%-20.6pp | -7.85%-12.6pp |
| Employer contribution / active EE | $2,184 | $1,505+45.1% | $2,414-9.5% | $2,597-15.9% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,067 | $4,835-77.9% | $6,835-84.4% | $5,403-80.3% |