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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 | $35,090 | $48,267-27.3% | $68,808-49.0% | $68,486-48.8% |
| Participation rate | 81.3% | 60.7%+20.6pp | 69.0%+12.2pp | 67.9%+13.4pp |
| Annual return | -19.60% | -12.70%-6.9pp | -6.37%-13.2pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,509 | $1,829-17.5% | $2,656-43.2% | $2,597-41.9% |
| Participant deferral / active EE | $3,502 | $2,867+22.2% | $3,942-11.2% | $4,028-13.0% |
| Admin fee / account holder | $5,802 | $4,362+33.0% | $4,936+17.5% | $5,404+7.4% |