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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 | $28,338 | $56,339-49.7% | $104,301-72.8% | $68,486-58.6% |
| Participation rate | 70.6% | 63.3%+7.3pp | 73.3%-2.7pp | 67.9%+2.7pp |
| Annual return | -19.25% | -9.19%-10.1pp | 24.61%-43.9pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,569 | $1,960-19.9% | $3,373-53.5% | $2,597-39.6% |
| Participant deferral / active EE | $5,120 | $3,077+66.4% | $4,626+10.7% | $4,028+27.1% |
| Admin fee / account holder | $1,594 | $4,902-67.5% | $7,340-78.3% | $5,404-70.5% |