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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 | $5,291 | $25,979-79.6% | $71,755-92.6% | $68,486-92.3% |
| Participation rate | 87.9% | 54.5%+33.4pp | 62.3%+25.6pp | 67.9%+20.0pp |
| Annual return | -19.72% | -15.10%-4.6pp | 9.09%-28.8pp | -7.85%-11.9pp |
| Employer contribution / active EE | $721 | $900-19.9% | $1,704-57.7% | $2,597-72.2% |
| Participant deferral / active EE | $2,088 | $1,522+37.2% | $2,656-21.4% | $4,028-48.2% |
| Admin fee / account holder | $363 | $2,022-82.1% | $3,972-90.9% | $5,404-93.3% |