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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 | $21,501 | $52,836-59.3% | $105,738-79.7% | $64,173-66.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -11.17% | 14.30%-25.5pp | 6.27%-17.4pp | 7.63%-18.8pp |
| Employer contribution / active EE | $1,495 | $1,827-18.2% | $3,268-54.3% | $2,381-37.2% |
| Participant deferral / active EE | $3,528 | $2,545+38.6% | $4,080-13.5% | $3,470+1.7% |
| Admin fee / account holder | $4,669 | $3,959+17.9% | $6,913-32.5% | $4,887-4.5% |