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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 | $20,546 | $46,697-56.0% | $117,529-82.5% | $68,490-70.0% |
| Participation rate | 73.1% | 56.8%+16.3pp | 70.6%+2.5pp | 67.9%+5.2pp |
| Annual return | -20.67% | -14.52%-6.2pp | 29.77%-50.4pp | -7.85%-12.8pp |
| Employer contribution / active EE | $3,320 | $1,506+120.5% | $4,179-20.6% | $2,597+27.9% |
| Participant deferral / active EE | $5,709 | $2,637+116.5% | $4,072+40.2% | $4,028+41.8% |
| Admin fee / account holder | $2,448 | $4,023-39.1% | $5,645-56.6% | $5,403-54.7% |