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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 | $27,773 | $71,878-61.4% | $86,698-68.0% | $68,486-59.4% |
| Participation rate | 75.9% | 72.2%+3.6pp | 76.6%-0.7pp | 67.9%+8.0pp |
| Annual return | -19.12% | 3.53%-22.7pp | 35.95%-55.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,046 | $2,173-51.9% | $2,837-63.1% | $2,597-59.7% |
| Participant deferral / active EE | $1,921 | $3,779-49.2% | $4,656-58.8% | $4,028-52.3% |
| Admin fee / account holder | $1,073 | $6,113-82.5% | $7,493-85.7% | $5,404-80.1% |