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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 | $20,795 | $73,848-71.8% | $143,799-85.5% | $68,486-69.6% |
| Participation rate | 87.5% | 66.7%+20.8pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -19.52% | 0.91%-20.4pp | -0.04%-19.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,909 | $3,184-40.0% | $4,952-61.4% | $2,597-26.5% |
| Participant deferral / active EE | $1,802 | $3,385-46.8% | $5,638-68.0% | $4,028-55.3% |
| Admin fee / account holder | $1,107 | $5,755-80.8% | $14,677-92.5% | $5,404-79.5% |