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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 | $26,027 | $43,338-39.9% | $59,887-56.5% | $64,173-59.4% |
| Participation rate | 87.7% | 69.2%+18.5pp | 74.7%+13.0pp | 69.6%+18.1pp |
| Annual return | -9.44% | -1.55%-7.9pp | 3.46%-12.9pp | 7.63%-17.1pp |
| Employer contribution / active EE | $2,868 | $2,030+41.3% | $2,722+5.4% | $2,381+20.5% |
| Participant deferral / active EE | $2,797 | $2,547+9.8% | $3,402-17.8% | $3,470-19.4% |
| Admin fee / account holder | $525 | $3,007-82.6% | $3,591-85.4% | $4,887-89.3% |