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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 | $15,813 | $75,541-79.1% | $152,093-89.6% | $82,637-80.9% |
| Participation rate | 93.9% | 66.5%+27.3pp | 77.8%+16.1pp | 68.1%+25.8pp |
| Annual return | 12.86% | 32.56%-19.7pp | 66.36%-53.5pp | 53.51%-40.6pp |
| Employer contribution / active EE | $987 | $2,622-62.4% | $4,175-76.4% | $2,552-61.3% |
| Participant deferral / active EE | $2,574 | $3,206-19.7% | $5,451-52.8% | $4,126-37.6% |
| Admin fee / account holder | $6,784 | $6,405+5.9% | $14,497-53.2% | $7,339-7.6% |