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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 | $19,342 | $39,132-50.6% | $57,196-66.2% | $62,881-69.2% |
| Participation rate | 92.9% | 70.5%+22.4pp | 75.3%+17.5pp | 69.3%+23.6pp |
| Annual return | -1.27% | 9.24%-10.5pp | 14.59%-15.9pp | 20.14%-21.4pp |
| Employer contribution / active EE | $4,546 | $1,874+142.6% | $2,683+69.5% | $2,281+99.3% |
| Participant deferral / active EE | $1,845 | $2,374-22.3% | $3,096-40.4% | $3,203-42.4% |
| Admin fee / account holder | $585 | $2,594-77.4% | $3,141-81.4% | $4,296-86.4% |