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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 | $6,370 | $51,222-87.6% | $70,544-91.0% | $75,173-91.5% |
| Participation rate | 97.6% | 61.0%+36.6pp | 68.4%+29.2pp | 67.2%+30.4pp |
| Annual return | 12.29% | 30.06%-17.8pp | 32.79%-20.5pp | 160.72%-148.4pp |
| Employer contribution / active EE | $406 | $1,827-77.8% | $2,976-86.3% | $2,671-84.8% |
| Participant deferral / active EE | $1,527 | $2,850-46.4% | $4,568-66.6% | $4,126-63.0% |
| Admin fee / account holder | $1,104 | $4,096-73.1% | $6,427-82.8% | $5,651-80.5% |