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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 | $23,088 | $65,712-64.9% | $57,196-59.6% | $273,972-91.6% |
| Participation rate | 88.9% | 78.3%+10.6pp | 75.3%+13.6pp | 83.0%+5.9pp |
| Annual return | -0.54% | 22.01%-22.5pp | 14.59%-15.1pp | 41.46%-42.0pp |
| Employer contribution / active EE | $4,135 | $3,280+26.1% | $2,683+54.1% | $4,869-15.1% |
| Participant deferral / active EE | $805 | $3,782-78.7% | $3,096-74.0% | $5,287-84.8% |
| Admin fee / account holder | $1,333 | $4,838-72.4% | $3,141-57.5% | $10,133-86.8% |