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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 | $19,691 | $59,819-67.1% | $79,583-75.3% | $68,490-71.2% |
| Participation rate | 81.1% | 61.1%+20.1pp | 69.5%+11.6pp | 67.9%+13.2pp |
| Annual return | -19.77% | -12.30%-7.5pp | 0.16%-19.9pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,718 | $1,505+14.1% | $2,414-28.8% | $2,597-33.8% |
| Participant deferral / active EE | $2,198 | $3,025-27.3% | $3,986-44.9% | $4,028-45.4% |
| Admin fee / account holder | $786 | $4,835-83.7% | $6,835-88.5% | $5,403-85.5% |