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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 | $24,179 | $71,878-66.4% | $86,698-72.1% | $68,486-64.7% |
| Participation rate | 95.1% | 72.2%+22.9pp | 76.6%+18.5pp | 67.9%+27.2pp |
| Annual return | -19.22% | 3.53%-22.8pp | 35.95%-55.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,908 | $2,173-12.2% | $2,837-32.7% | $2,597-26.5% |
| Participant deferral / active EE | $5,056 | $3,779+33.8% | $4,656+8.6% | $4,028+25.5% |
| Admin fee / account holder | $1,211 | $6,113-80.2% | $7,493-83.8% | $5,404-77.6% |