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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 | $47,985 | $71,873-33.2% | $86,698-44.7% | $68,490-29.9% |
| Participation rate | 75.6% | 72.2%+3.4pp | 76.6%-1.0pp | 67.9%+7.7pp |
| Annual return | -24.29% | 3.54%-27.8pp | 35.96%-60.3pp | -7.85%-16.4pp |
| Employer contribution / active EE | $1,650 | $2,173-24.1% | $2,837-41.8% | $2,597-36.4% |
| Participant deferral / active EE | $3,192 | $3,779-15.5% | $4,656-31.4% | $4,028-20.7% |
| Admin fee / account holder | $2,007 | $6,110-67.2% | $7,492-73.2% | $5,403-62.9% |