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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 | $41,192 | $73,019-43.6% | $90,766-54.6% | $68,490-39.9% |
| Participation rate | 93.8% | 70.8%+22.9pp | 75.7%+18.1pp | 67.9%+25.9pp |
| Annual return | -22.94% | -13.81%-9.1pp | -12.16%-10.8pp | -7.85%-15.1pp |
| Employer contribution / active EE | $3,700 | $2,193+68.7% | $2,922+26.6% | $2,597+42.5% |
| Participant deferral / active EE | $3,330 | $3,626-8.2% | $4,565-27.1% | $4,028-17.3% |
| Admin fee / account holder | $1,114 | $5,897-81.1% | $8,446-86.8% | $5,403-79.4% |