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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 | $27,504 | $77,638-64.6% | $156,551-82.4% | $62,881-56.3% |
| Participation rate | 79.7% | 71.2%+8.5pp | 84.0%-4.3pp | 69.3%+10.4pp |
| Annual return | 0.16% | 50.33%-50.2pp | 32.23%-32.1pp | 20.14%-20.0pp |
| Employer contribution / active EE | $847 | $3,444-75.4% | $5,501-84.6% | $2,281-62.9% |
| Participant deferral / active EE | $1,478 | $3,046-51.5% | $4,871-69.7% | $3,203-53.9% |
| Admin fee / account holder | $913 | $5,561-83.6% | $13,028-93.0% | $4,296-78.7% |