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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 | $31,986 | $64,719-50.6% | $112,249-71.5% | $68,486-53.3% |
| Participation rate | 72.0% | 67.2%+4.8pp | 75.1%-3.1pp | 67.9%+4.1pp |
| Annual return | -21.17% | -11.40%-9.8pp | 27.48%-48.6pp | -7.85%-13.3pp |
| Employer contribution / active EE | $1,842 | $2,747-32.9% | $3,636-49.3% | $2,597-29.0% |
| Participant deferral / active EE | $4,479 | $3,565+25.6% | $4,729-5.3% | $4,028+11.2% |
| Admin fee / account holder | $777 | $5,232-85.1% | $6,412-87.9% | $5,404-85.6% |