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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 | $16,367 | $45,041-63.7% | $63,003-74.0% | $70,131-76.7% |
| Participation rate | 97.1% | 69.5%+27.6pp | 74.8%+22.3pp | 69.5%+27.6pp |
| Annual return | 7.83% | 18.76%-10.9pp | 87.59%-79.8pp | 73.14%-65.3pp |
| Employer contribution / active EE | $912 | $2,052-55.5% | $2,760-66.9% | $2,342-61.1% |
| Participant deferral / active EE | $1,522 | $2,465-38.2% | $3,329-54.3% | $3,332-54.3% |
| Admin fee / account holder | $321 | $2,836-88.7% | $3,600-91.1% | $4,645-93.1% |