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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 | $22,660 | $46,596-51.4% | $64,099-64.6% | $75,181-69.9% |
| Participation rate | 83.9% | 65.9%+18.0pp | 72.3%+11.6pp | 67.2%+16.7pp |
| Annual return | 0.46% | 26.04%-25.6pp | 33.70%-33.2pp | 160.69%-160.2pp |
| Employer contribution / active EE | $1,239 | $1,975-37.3% | $2,748-54.9% | $2,671-53.6% |
| Participant deferral / active EE | $1,870 | $2,837-34.1% | $3,881-51.8% | $4,126-54.7% |
| Admin fee / account holder | $8,401 | $2,954+184.4% | $3,070+173.6% | $5,650+48.7% |