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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 | $33,188 | $58,600-43.4% | $83,327-60.2% | $64,173-48.3% |
| Participation rate | 78.8% | 72.0%+6.7pp | 77.8%+1.0pp | 69.6%+9.2pp |
| Annual return | -9.41% | 9.66%-19.1pp | 10.64%-20.1pp | 7.63%-17.0pp |
| Employer contribution / active EE | $2,004 | $2,098-4.5% | $3,379-40.7% | $2,381-15.8% |
| Participant deferral / active EE | $3,945 | $4,656-15.3% | $5,565-29.1% | $3,470+13.7% |
| Admin fee / account holder | $369 | $9,282-96.0% | $7,540-95.1% | $4,887-92.5% |