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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 | $37,535 | $42,910-12.5% | $60,919-38.4% | $68,490-45.2% |
| Participation rate | 98.7% | 66.8%+31.9pp | 73.1%+25.6pp | 67.9%+30.8pp |
| Annual return | -19.32% | -13.99%-5.3pp | 16.96%-36.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,306 | $1,978-34.0% | $2,704-51.7% | $2,597-49.7% |
| Participant deferral / active EE | $1,857 | $2,866-35.2% | $3,814-51.3% | $4,028-53.9% |
| Admin fee / account holder | $2,759 | $3,104-11.1% | $3,228-14.5% | $5,403-48.9% |