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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 | $51,777 | $73,848-29.9% | $143,799-64.0% | $68,486-24.4% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -21.43% | 0.91%-22.3pp | -0.04%-21.4pp | -7.85%-13.6pp |
| Employer contribution / active EE | $650 | $3,184-79.6% | $4,952-86.9% | $2,597-75.0% |
| Participant deferral / active EE | $2,601 | $3,385-23.2% | $5,638-53.9% | $4,028-35.4% |
| Admin fee / account holder | $6,067 | $5,755+5.4% | $14,677-58.7% | $5,404+12.3% |