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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 | $42,624 | $61,660-30.9% | $80,022-46.7% | $64,181-33.6% |
| Participation rate | 74.4% | 71.7%+2.7pp | 75.8%-1.5pp | 69.6%+4.8pp |
| Annual return | -7.59% | -0.33%-7.3pp | 11.22%-18.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,241 | $1,810-31.5% | $2,468-49.7% | $2,381-47.9% |
| Participant deferral / active EE | $1,764 | $2,968-40.5% | $3,686-52.1% | $3,470-49.1% |
| Admin fee / account holder | $384 | $5,417-92.9% | $6,521-94.1% | $4,887-92.2% |