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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 | $23,910 | $39,132-38.9% | $57,196-58.2% | $62,881-62.0% |
| Participation rate | 92.8% | 70.5%+22.3pp | 75.3%+17.4pp | 69.3%+23.4pp |
| Annual return | -1.76% | 9.24%-11.0pp | 14.59%-16.4pp | 20.14%-21.9pp |
| Employer contribution / active EE | $1,334 | $1,874-28.8% | $2,683-50.3% | $2,281-41.5% |
| Participant deferral / active EE | $3,306 | $2,374+39.2% | $3,096+6.8% | $3,203+3.2% |
| Admin fee / account holder | $4,395 | $2,594+69.4% | $3,141+40.0% | $4,296+2.3% |