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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 | $17,240 | $51,222-66.3% | $70,544-75.6% | $75,173-77.1% |
| Participation rate | 82.4% | 61.0%+21.5pp | 68.4%+14.1pp | 67.2%+15.2pp |
| Annual return | 6.60% | 30.06%-23.5pp | 32.79%-26.2pp | 160.72%-154.1pp |
| Employer contribution / active EE | $450 | $1,827-75.4% | $2,976-84.9% | $2,671-83.2% |
| Participant deferral / active EE | $1,239 | $2,850-56.5% | $4,568-72.9% | $4,126-70.0% |
| Admin fee / account holder | $1,755 | $4,096-57.2% | $6,427-72.7% | $5,651-68.9% |