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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 | $59,815 | $73,863-19.0% | $143,797-58.4% | $68,490-12.7% |
| Participation rate | 93.9% | 66.7%+27.3pp | 80.3%+13.6pp | 67.9%+26.0pp |
| Annual return | -23.20% | 0.91%-24.1pp | -0.04%-23.2pp | -7.85%-15.3pp |
| Employer contribution / active EE | $1,810 | $3,185-43.2% | $4,952-63.4% | $2,597-30.3% |
| Participant deferral / active EE | $6,011 | $3,385+77.6% | $5,638+6.6% | $4,028+49.2% |
| Admin fee / account holder | $1,150 | $5,756-80.0% | $14,679-92.2% | $5,403-78.7% |