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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 | $33,152 | $76,407-56.6% | $150,298-77.9% | $82,448-59.8% |
| Participation rate | 80.0% | 66.4%+13.6pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 11.25% | 39.99%-28.7pp | 62.79%-51.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $583 | $2,614-77.7% | $4,154-86.0% | $2,551-77.1% |
| Participant deferral / active EE | $1,719 | $3,214-46.5% | $5,453-68.5% | $4,139-58.5% |
| Admin fee / account holder | $675 | $6,352-89.4% | $14,116-95.2% | $7,234-90.7% |