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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 | $39,432 | $73,009-46.0% | $90,760-56.6% | $68,486-42.4% |
| Participation rate | 86.0% | 70.8%+15.2pp | 75.7%+10.4pp | 67.9%+18.2pp |
| Annual return | -20.22% | -13.81%-6.4pp | -12.16%-8.1pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,790 | $2,193-18.4% | $2,922-38.7% | $2,597-31.1% |
| Participant deferral / active EE | $3,070 | $3,626-15.4% | $4,565-32.8% | $4,028-23.8% |
| Admin fee / account holder | $2,423 | $5,896-58.9% | $8,444-71.3% | $5,404-55.2% |