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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 | $18,835 | $50,947-63.0% | $74,551-74.7% | $64,173-70.7% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | -14.74% | -1.85%-12.9pp | 32.53%-47.3pp | 7.63%-22.4pp |
| Employer contribution / active EE | $1,989 | $1,115+78.3% | $1,961+1.4% | $2,381-16.5% |
| Participant deferral / active EE | $3,256 | $2,302+41.5% | $3,108+4.7% | $3,470-6.2% |
| Admin fee / account holder | $306 | $4,221-92.8% | $5,059-94.0% | $4,887-93.7% |