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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 | $51,110 | $87,834-41.8% | $133,975-61.9% | $62,881-18.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 87.1%+1.8pp | 69.3%+19.6pp |
| Annual return | -18.02% | 12.05%-30.1pp | 29.29%-47.3pp | 20.14%-38.2pp |
| Employer contribution / active EE | $2,670 | $3,482-23.3% | $5,211-48.8% | $2,281+17.0% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $378 | $5,372-93.0% | $9,324-95.9% | $4,296-91.2% |