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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 | $17,969 | $45,082-60.1% | $69,464-74.1% | $72,975-75.4% |
| Participation rate | 91.9% | 68.5%+23.4pp | 74.6%+17.3pp | 69.5%+22.4pp |
| Annual return | 5.27% | 22.66%-17.4pp | 28.98%-23.7pp | 81.01%-75.7pp |
| Employer contribution / active EE | $390 | $2,055-81.0% | $2,779-86.0% | $2,440-84.0% |
| Participant deferral / active EE | $1,325 | $2,604-49.1% | $3,536-62.5% | $3,608-63.3% |
| Admin fee / account holder | $1,658 | $3,057-45.8% | $3,840-56.8% | $5,124-67.6% |