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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 | $27,018 | $40,275-32.9% | $57,356-52.9% | $59,633-54.7% |
| Participation rate | 86.5% | 69.1%+17.3pp | 75.1%+11.4pp | 68.7%+17.8pp |
| Annual return | -2.76% | 27.52%-30.3pp | 24.41%-27.2pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $1,615 | $1,921-15.9% | $2,689-39.9% | $2,203-26.7% |
| Participant deferral / active EE | $2,640 | $2,400+10.0% | $3,162-16.5% | $3,192-17.3% |
| Admin fee / account holder | $2,882 | $2,820+2.2% | $3,357-14.2% | $4,297-32.9% |