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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 | $17,493 | $41,377-57.7% | $109,313-84.0% | $62,881-72.2% |
| Participation rate | 75.8% | 57.5%+18.2pp | 71.3%+4.5pp | 69.3%+6.5pp |
| Annual return | -5.83% | 11.05%-16.9pp | 22.07%-27.9pp | 20.14%-26.0pp |
| Employer contribution / active EE | $492 | $1,276-61.4% | $3,892-87.3% | $2,281-78.4% |
| Participant deferral / active EE | $1,704 | $2,045-16.7% | $3,166-46.2% | $3,203-46.8% |
| Admin fee / account holder | $1,446 | $2,884-49.9% | $5,666-74.5% | $4,296-66.3% |