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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 | $27,209 | $49,249-44.8% | $70,476-61.4% | $79,852-65.9% |
| Participation rate | 76.9% | 69.2%+7.8pp | 75.1%+1.9pp | 69.6%+7.3pp |
| Annual return | 4.13% | 30.09%-26.0pp | 109.12%-105.0pp | 31.72%-27.6pp |
| Employer contribution / active EE | $691 | $2,100-67.1% | $2,738-74.8% | $2,471-72.0% |
| Participant deferral / active EE | $1,504 | $2,769-45.7% | $3,710-59.5% | $3,740-59.8% |
| Admin fee / account holder | $694 | $2,878-75.9% | $3,847-81.9% | $5,306-86.9% |