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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 | $26,293 | $72,027-63.5% | $185,861-85.9% | $79,856-67.1% |
| Participation rate | 73.1% | 65.8%+7.3pp | 78.0%-5.0pp | 69.6%+3.4pp |
| Annual return | -15.07% | 23.13%-38.2pp | 35.96%-51.0pp | 31.71%-46.8pp |
| Employer contribution / active EE | $870 | $1,965-55.7% | $4,088-78.7% | $2,471-64.8% |
| Participant deferral / active EE | $4,092 | $3,780+8.3% | $5,634-27.4% | $3,741+9.4% |
| Admin fee / account holder | $714 | $4,513-84.2% | $9,503-92.5% | $5,306-86.5% |