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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 | $17,485 | $43,338-59.7% | $59,887-70.8% | $64,173-72.8% |
| Participation rate | 94.5% | 69.2%+25.4pp | 74.7%+19.8pp | 69.6%+25.0pp |
| Annual return | -8.71% | -1.55%-7.2pp | 3.46%-12.2pp | 7.63%-16.3pp |
| Employer contribution / active EE | $2,529 | $2,030+24.6% | $2,722-7.1% | $2,381+6.2% |
| Participant deferral / active EE | $3,417 | $2,547+34.1% | $3,402+0.4% | $3,470-1.5% |
| Admin fee / account holder | $5,455 | $3,007+81.4% | $3,591+51.9% | $4,887+11.6% |