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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 | $45,913 | $73,019-37.1% | $90,766-49.4% | $68,490-33.0% |
| Participation rate | 71.4% | 70.8%+0.6pp | 75.7%-4.3pp | 67.9%+3.5pp |
| Annual return | -20.65% | -13.81%-6.8pp | -12.16%-8.5pp | -7.85%-12.8pp |
| Employer contribution / active EE | $12,157 | $2,193+454.4% | $2,922+316.1% | $2,597+368.2% |
| Participant deferral / active EE | $3,206 | $3,626-11.6% | $4,565-29.8% | $4,028-20.4% |
| Admin fee / account holder | $1,475 | $5,897-75.0% | $8,446-82.5% | $5,403-72.7% |