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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 | $22,838 | $43,338-47.3% | $59,887-61.9% | $64,173-64.4% |
| Participation rate | 71.4% | 69.2%+2.3pp | 74.7%-3.3pp | 69.6%+1.9pp |
| Annual return | -11.44% | -1.55%-9.9pp | 3.46%-14.9pp | 7.63%-19.1pp |
| Employer contribution / active EE | $2,156 | $2,030+6.2% | $2,722-20.8% | $2,381-9.5% |
| Participant deferral / active EE | $4,862 | $2,547+90.8% | $3,402+42.9% | $3,470+40.1% |
| Admin fee / account holder | $2,373 | $3,007-21.1% | $3,591-33.9% | $4,887-51.4% |