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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 | $13,185 | $73,848-82.1% | $143,799-90.8% | $68,486-80.7% |
| Participation rate | 96.4% | 66.7%+29.8pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | -25.34% | 0.91%-26.3pp | -0.04%-25.3pp | -7.85%-17.5pp |
| Employer contribution / active EE | $1,779 | $3,184-44.1% | $4,952-64.1% | $2,597-31.5% |
| Participant deferral / active EE | $2,897 | $3,385-14.4% | $5,638-48.6% | $4,028-28.1% |
| Admin fee / account holder | $952 | $5,755-83.5% | $14,677-93.5% | $5,404-82.4% |