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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 | $27,194 | $153,311-82.3% | $109,313-75.1% | $273,972-90.1% |
| Participation rate | 77.8% | 80.1%-2.3pp | 71.3%+6.5pp | 83.0%-5.2pp |
| Annual return | -3.38% | 29.86%-33.2pp | 22.07%-25.4pp | 41.46%-44.8pp |
| Employer contribution / active EE | $6,220 | $5,619+10.7% | $3,892+59.8% | $4,869+27.7% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,936 | $8,076-76.0% | $5,666-65.8% | $10,133-80.9% |