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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 | $25,739 | $37,446-31.3% | $77,552-66.8% | $79,856-67.8% |
| Participation rate | 90.2% | 41.5%+48.7pp | 54.2%+36.0pp | 69.6%+20.6pp |
| Annual return | -3.60% | 39.76%-43.4pp | 54.82%-58.4pp | 31.71%-35.3pp |
| Employer contribution / active EE | $1,734 | $637+172.2% | $987+75.8% | $2,471-29.8% |
| Participant deferral / active EE | $2,707 | $1,261+114.7% | $1,861+45.5% | $3,741-27.6% |
| Admin fee / account holder | $3,667 | $2,506+46.3% | $2,859+28.2% | $5,306-30.9% |