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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 | $14,238 | $67,894-79.0% | $89,340-84.1% | $82,448-82.7% |
| Participation rate | 72.9% | 64.0%+8.9pp | 69.6%+3.3pp | 68.1%+4.8pp |
| Annual return | 12.72% | 19.21%-6.5pp | 20.57%-7.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $891 | $1,828-51.3% | $2,231-60.1% | $2,551-65.1% |
| Participant deferral / active EE | $1,222 | $3,072-60.2% | $3,823-68.0% | $4,139-70.5% |
| Admin fee / account holder | $615 | $5,723-89.3% | $6,704-90.8% | $7,234-91.5% |