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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 | $19,785 | $45,050-56.1% | $63,018-68.6% | $70,126-71.8% |
| Participation rate | 92.1% | 69.5%+22.6pp | 74.8%+17.3pp | 69.5%+22.5pp |
| Annual return | 9.92% | 18.76%-8.8pp | 87.62%-77.7pp | 73.15%-63.2pp |
| Employer contribution / active EE | $709 | $2,052-65.4% | $2,761-74.3% | $2,343-69.7% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $394 | $2,834-86.1% | $3,601-89.1% | $4,645-91.5% |