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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 | $28,603 | $73,848-61.3% | $143,799-80.1% | $68,486-58.2% |
| Participation rate | 83.7% | 66.7%+17.1pp | 80.3%+3.4pp | 67.9%+15.8pp |
| Annual return | -20.31% | 0.91%-21.2pp | -0.04%-20.3pp | -7.85%-12.5pp |
| Employer contribution / active EE | $10,268 | $3,184+222.4% | $4,952+107.3% | $2,597+295.4% |
| Participant deferral / active EE | $1,650 | $3,385-51.2% | $5,638-70.7% | $4,028-59.0% |
| Admin fee / account holder | $2,760 | $5,755-52.0% | $14,677-81.2% | $5,404-48.9% |