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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 | $29,722 | $72,177-58.8% | $115,038-74.2% | $59,633-50.2% |
| Participation rate | 76.8% | 72.6%+4.3pp | 81.4%-4.6pp | 68.7%+8.1pp |
| Annual return | -2.61% | 12.02%-14.6pp | 26.14%-28.7pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $1,171 | $2,841-58.8% | $4,608-74.6% | $2,203-46.8% |
| Participant deferral / active EE | $4,235 | $4,783-11.5% | $6,026-29.7% | $3,192+32.7% |
| Admin fee / account holder | $1,689 | $4,927-65.7% | $8,175-79.3% | $4,297-60.7% |