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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 | $16,939 | $41,377-59.1% | $109,313-84.5% | $62,881-73.1% |
| Participation rate | 96.1% | 57.5%+38.5pp | 71.3%+24.8pp | 69.3%+26.8pp |
| Annual return | -0.35% | 11.05%-11.4pp | 22.07%-22.4pp | 20.14%-20.5pp |
| Employer contribution / active EE | $1,827 | $1,276+43.2% | $3,892-53.1% | $2,281-19.9% |
| Participant deferral / active EE | $1,122 | $2,045-45.1% | $3,166-64.6% | $3,203-65.0% |
| Admin fee / account holder | $3,152 | $2,884+9.3% | $5,666-44.4% | $4,296-26.6% |