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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 | $23,542 | $71,872-67.2% | $86,691-72.8% | $68,495-65.6% |
| Participation rate | 80.8% | 72.2%+8.5pp | 76.6%+4.2pp | 67.9%+12.9pp |
| Annual return | -19.69% | 3.53%-23.2pp | 35.94%-55.6pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,462 | $2,173-32.7% | $2,837-48.5% | $2,596-43.7% |
| Participant deferral / active EE | $2,769 | $3,779-26.7% | $4,656-40.5% | $4,028-31.2% |
| Admin fee / account holder | $1,446 | $6,112-76.3% | $7,492-80.7% | $5,403-73.2% |