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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 | $25,969 | $62,589-58.5% | $76,768-66.2% | $64,173-59.5% |
| Participation rate | 79.3% | 72.8%+6.5pp | 77.0%+2.3pp | 69.6%+9.7pp |
| Annual return | -7.81% | -1.95%-5.9pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,726 | $1,832-5.8% | $2,485-30.6% | $2,381-27.5% |
| Participant deferral / active EE | $3,261 | $3,145+3.7% | $3,852-15.3% | $3,470-6.0% |
| Admin fee / account holder | $1,475 | $4,667-68.4% | $6,675-77.9% | $4,887-69.8% |