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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 | $33,587 | $39,132-14.2% | $57,196-41.3% | $62,881-46.6% |
| Participation rate | 76.1% | 70.5%+5.6pp | 75.3%+0.8pp | 69.3%+6.8pp |
| Annual return | -2.81% | 9.24%-12.0pp | 14.59%-17.4pp | 20.14%-23.0pp |
| Employer contribution / active EE | $1,247 | $1,874-33.4% | $2,683-53.5% | $2,281-45.3% |
| Participant deferral / active EE | $5,148 | $2,374+116.8% | $3,096+66.3% | $3,203+60.7% |
| Admin fee / account holder | $4,074 | $2,594+57.1% | $3,141+29.7% | $4,296-5.2% |