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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 | $11,912 | $39,132-69.6% | $57,196-79.2% | $62,881-81.1% |
| Participation rate | 89.2% | 70.5%+18.8pp | 75.3%+13.9pp | 69.3%+19.9pp |
| Annual return | -1.57% | 9.24%-10.8pp | 14.59%-16.2pp | 20.14%-21.7pp |
| Employer contribution / active EE | $1,108 | $1,874-40.9% | $2,683-58.7% | $2,281-51.4% |
| Participant deferral / active EE | $2,056 | $2,374-13.4% | $3,096-33.6% | $3,203-35.8% |
| Admin fee / account holder | $1,281 | $2,594-50.6% | $3,141-59.2% | $4,296-70.2% |