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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 | $16,880 | $77,638-78.3% | $156,551-89.2% | $62,881-73.2% |
| Participation rate | 74.2% | 71.2%+3.0pp | 84.0%-9.8pp | 69.3%+4.9pp |
| Annual return | 0.95% | 50.33%-49.4pp | 32.23%-31.3pp | 20.14%-19.2pp |
| Employer contribution / active EE | $397 | $3,444-88.5% | $5,501-92.8% | $2,281-82.6% |
| Participant deferral / active EE | $1,044 | $3,046-65.7% | $4,871-78.6% | $3,203-67.4% |
| Admin fee / account holder | $3,361 | $5,561-39.6% | $13,028-74.2% | $4,296-21.8% |