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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 | $22,604 | $47,848-52.8% | $81,473-72.3% | $70,126-67.8% |
| Participation rate | 86.2% | 58.3%+27.9pp | 68.0%+18.2pp | 69.5%+16.7pp |
| Annual return | 12.73% | 27.25%-14.5pp | 38.78%-26.1pp | 73.15%-60.4pp |
| Employer contribution / active EE | $645 | $1,527-57.8% | $2,568-74.9% | $2,343-72.5% |
| Participant deferral / active EE | $1,354 | $2,453-44.8% | $3,537-61.7% | $3,332-59.3% |
| Admin fee / account holder | $578 | $3,145-81.6% | $4,561-87.3% | $4,645-87.6% |