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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 | $32,216 | $45,082-28.5% | $69,464-53.6% | $72,975-55.9% |
| Participation rate | 91.7% | 68.5%+23.2pp | 74.6%+17.1pp | 69.5%+22.2pp |
| Annual return | 5.46% | 22.66%-17.2pp | 28.98%-23.5pp | 81.01%-75.6pp |
| Employer contribution / active EE | $1,592 | $2,055-22.5% | $2,779-42.7% | $2,440-34.8% |
| Participant deferral / active EE | $2,916 | $2,604+12.0% | $3,536-17.5% | $3,608-19.2% |
| Admin fee / account holder | $961 | $3,057-68.6% | $3,840-75.0% | $5,124-81.2% |