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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 | $32,190 | $42,917-25.0% | $60,899-47.1% | $68,495-53.0% |
| Participation rate | 97.9% | 66.8%+31.1pp | 73.1%+24.8pp | 67.9%+30.0pp |
| Annual return | -20.55% | -13.99%-6.6pp | 16.92%-37.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,595 | $1,979-19.4% | $2,702-41.0% | $2,596-38.6% |
| Participant deferral / active EE | $2,542 | $2,867-11.3% | $3,817-33.4% | $4,028-36.9% |
| Admin fee / account holder | $1,963 | $3,102-36.7% | $3,225-39.1% | $5,403-63.7% |