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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 | $18,238 | $43,483-58.1% | $54,726-66.7% | $64,173-71.6% |
| Participation rate | 71.0% | 72.2%-1.1pp | 79.1%-8.1pp | 69.6%+1.4pp |
| Annual return | -9.96% | -1.03%-8.9pp | -4.56%-5.4pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,683 | $2,632-36.1% | $3,449-51.2% | $2,381-29.3% |
| Participant deferral / active EE | $2,898 | $3,102-6.6% | $3,953-26.7% | $3,470-16.5% |
| Admin fee / account holder | $1,379 | $4,250-67.5% | $3,818-63.9% | $4,887-71.8% |