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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 | $26,773 | $73,839-63.7% | $143,788-81.4% | $68,495-60.9% |
| Participation rate | 73.3% | 66.7%+6.7pp | 80.3%-7.0pp | 67.9%+5.4pp |
| Annual return | -20.45% | 1.01%-21.5pp | -0.03%-20.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,861 | $3,384+73.2% | $5,638+4.0% | $4,028+45.5% |
| Admin fee / account holder | $1,211 | $5,755-78.9% | $14,675-91.7% | $5,403-77.6% |