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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 | $39,314 | $73,848-46.8% | $143,799-72.7% | $68,486-42.6% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -22.20% | 0.91%-23.1pp | -0.04%-22.2pp | -7.85%-14.3pp |
| Employer contribution / active EE | $2,227 | $3,184-30.1% | $4,952-55.0% | $2,597-14.2% |
| Participant deferral / active EE | $4,106 | $3,385+21.3% | $5,638-27.2% | $4,028+1.9% |
| Admin fee / account holder | $537 | $5,755-90.7% | $14,677-96.3% | $5,404-90.1% |