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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 | $28,958 | $77,817-62.8% | $123,553-76.6% | $64,173-54.9% |
| Participation rate | 81.0% | 74.7%+6.2pp | 82.3%-1.3pp | 69.6%+11.4pp |
| Annual return | -10.63% | 12.49%-23.1pp | 119.21%-129.8pp | 7.63%-18.3pp |
| Employer contribution / active EE | $1,708 | $3,014-43.3% | $4,628-63.1% | $2,381-28.2% |
| Participant deferral / active EE | $10,908 | $5,240+108.2% | $6,426+69.8% | $3,470+214.4% |
| Admin fee / account holder | $1,720 | $5,519-68.8% | $9,284-81.5% | $4,887-64.8% |