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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 | $19,970 | $48,235-58.6% | $68,803-71.0% | $68,490-70.8% |
| Participation rate | 90.0% | 60.7%+29.3pp | 69.0%+21.0pp | 67.9%+22.1pp |
| Annual return | -21.34% | -12.70%-8.6pp | -6.37%-15.0pp | -7.85%-13.5pp |
| Employer contribution / active EE | $803 | $1,829-56.1% | $2,656-69.8% | $2,597-69.1% |
| Participant deferral / active EE | $3,496 | $2,867+21.9% | $3,942-11.3% | $4,028-13.2% |
| Admin fee / account holder | $2,903 | $4,361-33.4% | $4,936-41.2% | $5,403-46.3% |