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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 | $40,073 | $50,958-21.4% | $74,552-46.2% | $64,181-37.6% |
| Participation rate | 72.0% | 61.1%+10.9pp | 69.1%+2.9pp | 69.6%+2.4pp |
| Annual return | -9.04% | -1.86%-7.2pp | 32.53%-41.6pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,336 | $1,115+19.8% | $1,961-31.9% | $2,381-43.9% |
| Participant deferral / active EE | $2,398 | $2,301+4.2% | $3,108-22.9% | $3,470-30.9% |
| Admin fee / account holder | $1,553 | $4,223-63.2% | $5,060-69.3% | $4,887-68.2% |