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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 | $26,502 | $118,488-77.6% | $98,462-73.1% | $139,487-81.0% |
| Participation rate | 80.0% | 77.5%+2.5pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | -2.13% | 18.96%-21.1pp | 21.17%-23.3pp | 373.84%-376.0pp |
| Employer contribution / active EE | $1,051 | $3,611-70.9% | $3,049-65.5% | $4,755-77.9% |
| Participant deferral / active EE | $3,291 | $5,393-39.0% | $4,738-30.6% | $6,713-51.0% |
| Admin fee / account holder | $3,734 | $13,868-73.1% | $8,875-57.9% | $11,407-67.3% |