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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 | $29,172 | $64,729-54.9% | $112,263-74.0% | $68,490-57.4% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -20.78% | -11.40%-9.4pp | 27.49%-48.3pp | -7.85%-12.9pp |
| Employer contribution / active EE | $2,576 | $2,746-6.2% | $3,636-29.1% | $2,597-0.8% |
| Participant deferral / active EE | $7,071 | $3,566+98.3% | $4,729+49.5% | $4,028+75.6% |
| Admin fee / account holder | $1,326 | $5,222-74.6% | $6,410-79.3% | $5,403-75.5% |