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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 | $19,866 | $54,239-63.4% | $70,098-71.7% | $68,495-71.0% |
| Participation rate | 84.2% | 64.5%+19.7pp | 70.5%+13.7pp | 67.9%+16.3pp |
| Annual return | -20.87% | -13.87%-7.0pp | 190.76%-211.6pp | -7.84%-13.0pp |
| Employer contribution / active EE | $2,414 | $2,019+19.6% | $2,560-5.7% | $2,596-7.0% |
| Participant deferral / active EE | $4,408 | $2,957+49.1% | $3,849+14.5% | $4,028+9.5% |
| Admin fee / account holder | $743 | $4,691-84.2% | $6,266-88.1% | $5,403-86.2% |