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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 | $16,079 | $39,132-58.9% | $57,196-71.9% | $62,881-74.4% |
| Participation rate | 76.0% | 70.5%+5.5pp | 75.3%+0.7pp | 69.3%+6.7pp |
| Annual return | -0.60% | 9.24%-9.8pp | 14.59%-15.2pp | 20.14%-20.7pp |
| Employer contribution / active EE | $1,473 | $1,874-21.4% | $2,683-45.1% | $2,281-35.4% |
| Participant deferral / active EE | $1,328 | $2,374-44.1% | $3,096-57.1% | $3,203-58.5% |
| Admin fee / account holder | $1,544 | $2,594-40.5% | $3,141-50.8% | $4,296-64.1% |