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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 | $29,149 | $46,599-37.4% | $64,101-54.5% | $75,173-61.2% |
| Participation rate | 93.5% | 65.9%+27.6pp | 72.3%+21.2pp | 67.2%+26.3pp |
| Annual return | 9.01% | 26.06%-17.1pp | 33.72%-24.7pp | 160.72%-151.7pp |
| Employer contribution / active EE | $806 | $1,975-59.2% | $2,749-70.7% | $2,671-69.8% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,258 | $2,956-57.4% | $3,070-59.0% | $5,651-77.7% |