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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 | $17,184 | $77,638-77.9% | $156,551-89.0% | $62,881-72.7% |
| Participation rate | 98.5% | 71.2%+27.3pp | 84.0%+14.5pp | 69.3%+29.2pp |
| Annual return | 0.38% | 50.33%-49.9pp | 32.23%-31.8pp | 20.14%-19.8pp |
| Employer contribution / active EE | $1,727 | $3,444-49.9% | $5,501-68.6% | $2,281-24.3% |
| Participant deferral / active EE | $1,940 | $3,046-36.3% | $4,871-60.2% | $3,203-39.4% |
| Admin fee / account holder | $325 | $5,561-94.1% | $13,028-97.5% | $4,296-92.4% |