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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 | $22,718 | $72,607-68.7% | $90,259-74.8% | $87,485-74.0% |
| Participation rate | 98.2% | 64.8%+33.4pp | 70.7%+27.5pp | 68.9%+29.3pp |
| Annual return | 8.86% | 18.59%-9.7pp | 18.88%-10.0pp | 26.06%-17.2pp |
| Employer contribution / active EE | $1,754 | $1,919-8.6% | $2,291-23.4% | $2,596-32.4% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,225 | $5,947-79.4% | $7,267-83.1% | $7,775-84.2% |