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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 | $45,050-63.7% | $63,018-74.0% | $70,126-76.7% |
| Participation rate | 97.1% | 69.5%+27.6pp | 74.8%+22.3pp | 69.5%+27.6pp |
| Annual return | 7.83% | 18.76%-10.9pp | 87.62%-79.8pp | 73.15%-65.3pp |
| Employer contribution / active EE | $912 | $2,052-55.5% | $2,761-67.0% | $2,343-61.1% |
| Participant deferral / active EE | $1,522 | $2,466-38.3% | $3,330-54.3% | $3,332-54.3% |
| Admin fee / account holder | $321 | $2,834-88.7% | $3,601-91.1% | $4,645-93.1% |