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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 | $18,633 | $39,132-52.4% | $57,196-67.4% | $62,881-70.4% |
| Participation rate | 80.8% | 70.5%+10.3pp | 75.3%+5.4pp | 69.3%+11.5pp |
| Annual return | -1.83% | 9.24%-11.1pp | 14.59%-16.4pp | 20.14%-22.0pp |
| Employer contribution / active EE | $1,547 | $1,874-17.4% | $2,683-42.3% | $2,281-32.2% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,013 | $2,594+170.3% | $3,141+123.3% | $4,296+63.2% |