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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 | $19,200 | $39,132-50.9% | $57,196-66.4% | $62,881-69.5% |
| Participation rate | 90.4% | 70.5%+19.9pp | 75.3%+15.1pp | 69.3%+21.1pp |
| Annual return | -3.01% | 9.24%-12.2pp | 14.59%-17.6pp | 20.14%-23.1pp |
| Employer contribution / active EE | $1,589 | $1,874-15.2% | $2,683-40.8% | $2,281-30.3% |
| Participant deferral / active EE | $1,453 | $2,374-38.8% | $3,096-53.1% | $3,203-54.6% |
| Admin fee / account holder | $853 | $2,594-67.1% | $3,141-72.8% | $4,296-80.1% |