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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 | $39,463 | $42,910-8.0% | $60,919-35.2% | $68,490-42.4% |
| Participation rate | 81.1% | 66.8%+14.4pp | 73.1%+8.0pp | 67.9%+13.2pp |
| Annual return | -18.70% | -13.99%-4.7pp | 16.96%-35.7pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,655 | $1,978-16.3% | $2,704-38.8% | $2,597-36.3% |
| Participant deferral / active EE | $5,460 | $2,866+90.5% | $3,814+43.1% | $4,028+35.6% |
| Admin fee / account holder | $953 | $3,104-69.3% | $3,228-70.5% | $5,403-82.4% |