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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 | $35,727 | $42,909-16.7% | $60,906-41.3% | $68,486-47.8% |
| Participation rate | 87.3% | 66.8%+20.6pp | 73.1%+14.2pp | 67.9%+19.4pp |
| Annual return | -22.38% | -13.99%-8.4pp | 16.94%-39.3pp | -7.85%-14.5pp |
| Employer contribution / active EE | $4,150 | $1,979+109.8% | $2,703+53.5% | $2,597+59.8% |
| Participant deferral / active EE | $4,315 | $2,866+50.5% | $3,814+13.1% | $4,028+7.1% |
| Admin fee / account holder | $2,780 | $3,104-10.4% | $3,227-13.8% | $5,404-48.5% |