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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 | $16,062 | $47,944-66.5% | $67,834-76.3% | $62,881-74.5% |
| Participation rate | 89.8% | 61.1%+28.7pp | 68.8%+21.0pp | 69.3%+20.5pp |
| Annual return | -1.05% | 11.77%-12.8pp | 138.47%-139.5pp | 20.14%-21.2pp |
| Employer contribution / active EE | $1,632 | $1,562+4.5% | $2,403-32.1% | $2,281-28.4% |
| Participant deferral / active EE | $1,164 | $2,247-48.2% | $3,160-63.2% | $3,203-63.7% |
| Admin fee / account holder | $2,874 | $3,712-22.6% | $4,622-37.8% | $4,296-33.1% |