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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 | $22,659 | $71,480-68.3% | $90,782-75.0% | $64,173-64.7% |
| Participation rate | 70.0% | 77.6%-7.6pp | 82.7%-12.7pp | 69.6%+0.4pp |
| Annual return | -11.59% | -4.25%-7.3pp | -3.42%-8.2pp | 7.63%-19.2pp |
| Employer contribution / active EE | $2,617 | $3,415-23.4% | $4,105-36.2% | $2,381+9.9% |
| Participant deferral / active EE | $6,289 | $4,302+46.2% | $5,366+17.2% | $3,470+81.3% |
| Admin fee / account holder | $2,729 | $6,309-56.7% | $5,908-53.8% | $4,887-44.2% |