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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 | $16,919 | $59,813-71.7% | $79,580-78.7% | $68,486-75.3% |
| Participation rate | 77.8% | 61.1%+16.7pp | 69.5%+8.3pp | 67.9%+9.9pp |
| Annual return | -20.05% | -12.30%-7.8pp | 0.15%-20.2pp | -7.85%-12.2pp |
| Employer contribution / active EE | $1,941 | $1,505+28.9% | $2,413-19.6% | $2,597-25.3% |
| Participant deferral / active EE | $8,182 | $3,024+170.5% | $3,985+105.3% | $4,028+103.1% |
| Admin fee / account holder | $756 | $4,835-84.4% | $6,835-88.9% | $5,404-86.0% |