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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 | $43,338-39.3% | $59,887-56.1% | $64,173-59.0% |
| Participation rate | 83.3% | 69.2%+14.2pp | 74.7%+8.6pp | 69.6%+13.8pp |
| Annual return | -7.15% | -1.55%-5.6pp | 3.46%-10.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $989 | $2,030-51.3% | $2,722-63.7% | $2,381-58.5% |
| Participant deferral / active EE | $2,143 | $2,547-15.9% | $3,402-37.0% | $3,470-38.2% |
| Admin fee / account holder | $1,802 | $3,007-40.1% | $3,591-49.8% | $4,887-63.1% |