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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 | $20,340 | $59,819-66.0% | $79,583-74.4% | $68,490-70.3% |
| Participation rate | 82.6% | 61.1%+21.5pp | 69.5%+13.1pp | 67.9%+14.7pp |
| Annual return | -19.82% | -12.30%-7.5pp | 0.16%-20.0pp | -7.85%-12.0pp |
| Employer contribution / active EE | $2,649 | $1,505+75.9% | $2,414+9.7% | $2,597+2.0% |
| Participant deferral / active EE | $4,409 | $3,025+45.8% | $3,986+10.6% | $4,028+9.5% |
| Admin fee / account holder | $692 | $4,835-85.7% | $6,835-89.9% | $5,403-87.2% |