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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 | $21,030 | $43,075-51.2% | $74,577-71.8% | $62,881-66.6% |
| Participation rate | 79.3% | 58.1%+21.3pp | 68.1%+11.2pp | 69.3%+10.0pp |
| Annual return | -0.64% | 17.50%-18.1pp | 20.47%-21.1pp | 20.14%-20.8pp |
| Employer contribution / active EE | $618 | $1,498-58.7% | $2,525-75.5% | $2,281-72.9% |
| Participant deferral / active EE | $1,651 | $2,389-30.9% | $3,458-52.2% | $3,203-48.4% |
| Admin fee / account holder | $9,967 | $2,840+251.0% | $4,138+140.9% | $4,296+132.0% |