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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 | $25,689 | $65,704-60.9% | $94,229-72.7% | $59,633-56.9% |
| Participation rate | 85.5% | 72.1%+13.3pp | 78.8%+6.7pp | 68.7%+16.8pp |
| Annual return | -4.58% | 5.22%-9.8pp | 10.68%-15.3pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $1,472 | $2,021-27.2% | $3,587-59.0% | $2,203-33.2% |
| Participant deferral / active EE | $2,163 | $3,143-31.2% | $4,320-49.9% | $3,192-32.2% |
| Admin fee / account holder | $881 | $4,265-79.3% | $6,269-85.9% | $4,297-79.5% |