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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 | $39,906 | $58,600-31.9% | $83,327-52.1% | $64,173-37.8% |
| Participation rate | 82.8% | 72.0%+10.8pp | 77.8%+5.1pp | 69.6%+13.2pp |
| Annual return | -14.15% | 9.66%-23.8pp | 10.64%-24.8pp | 7.63%-21.8pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,401 | $4,656+16.0% | $5,565-2.9% | $3,470+55.7% |
| Admin fee / account holder | $772 | $9,282-91.7% | $7,540-89.8% | $4,887-84.2% |