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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 | $31,362 | $48,235-35.0% | $68,803-54.4% | $68,490-54.2% |
| Participation rate | 75.0% | 60.7%+14.3pp | 69.0%+6.0pp | 67.9%+7.1pp |
| Annual return | -20.96% | -12.70%-8.3pp | -6.37%-14.6pp | -7.85%-13.1pp |
| Employer contribution / active EE | $3,463 | $1,829+89.4% | $2,656+30.4% | $2,597+33.4% |
| Participant deferral / active EE | $6,080 | $2,867+112.1% | $3,942+54.2% | $4,028+51.0% |
| Admin fee / account holder | $2,800 | $4,361-35.8% | $4,936-43.3% | $5,403-48.2% |