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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 | $20,052 | $73,863-72.9% | $143,797-86.1% | $68,490-70.7% |
| Participation rate | 76.5% | 66.7%+9.8pp | 80.3%-3.8pp | 67.9%+8.6pp |
| Annual return | -19.67% | 0.91%-20.6pp | -0.04%-19.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,176 | $3,185-63.1% | $4,952-76.2% | $2,597-54.7% |
| Participant deferral / active EE | $998 | $3,385-70.5% | $5,638-82.3% | $4,028-75.2% |
| Admin fee / account holder | $550 | $5,756-90.4% | $14,679-96.3% | $5,403-89.8% |