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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 | $22,217 | $42,909-48.2% | $60,906-63.5% | $68,486-67.6% |
| Participation rate | 90.0% | 66.8%+23.2pp | 73.1%+16.9pp | 67.9%+22.1pp |
| Annual return | -19.59% | -13.99%-5.6pp | 16.94%-36.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,606 | $1,979+31.7% | $2,703-3.6% | $2,597+0.4% |
| Participant deferral / active EE | $4,807 | $2,866+67.7% | $3,814+26.0% | $4,028+19.3% |
| Admin fee / account holder | $3,086 | $3,104-0.6% | $3,227-4.4% | $5,404-42.9% |