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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 | $19,965 | $48,078-58.5% | $78,676-74.6% | $62,881-68.2% |
| Participation rate | 77.3% | 65.2%+12.1pp | 73.6%+3.7pp | 69.3%+8.0pp |
| Annual return | -9.95% | 31.36%-41.3pp | 62.19%-72.1pp | 20.14%-30.1pp |
| Employer contribution / active EE | $2,335 | $2,015+15.9% | $2,850-18.1% | $2,281+2.4% |
| Participant deferral / active EE | $813 | $2,587-68.6% | $3,517-76.9% | $3,203-74.6% |
| Admin fee / account holder | $1,393 | $3,206-56.5% | $4,510-69.1% | $4,296-67.6% |