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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 | $14,014 | $48,078-70.9% | $78,676-82.2% | $62,881-77.7% |
| Participation rate | 84.6% | 65.2%+19.4pp | 73.6%+11.1pp | 69.3%+15.3pp |
| Annual return | -1.44% | 31.36%-32.8pp | 62.19%-63.6pp | 20.14%-21.6pp |
| Employer contribution / active EE | $538 | $2,015-73.3% | $2,850-81.1% | $2,281-76.4% |
| Participant deferral / active EE | $802 | $2,587-69.0% | $3,517-77.2% | $3,203-75.0% |
| Admin fee / account holder | $1,149 | $3,206-64.2% | $4,510-74.5% | $4,296-73.3% |