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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 | $19,169 | $64,719-70.4% | $112,249-82.9% | $68,486-72.0% |
| Participation rate | 72.0% | 67.2%+4.8pp | 75.1%-3.1pp | 67.9%+4.1pp |
| Annual return | -20.88% | -11.40%-9.5pp | 27.48%-48.4pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,880 | $2,747-31.5% | $3,636-48.3% | $2,597-27.6% |
| Participant deferral / active EE | $3,838 | $3,565+7.6% | $4,729-18.8% | $4,028-4.7% |
| Admin fee / account holder | $399 | $5,232-92.4% | $6,412-93.8% | $5,404-92.6% |