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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 | $18,496 | $81,358-77.3% | $155,556-88.1% | $80,959-77.2% |
| Participation rate | 98.5% | 66.3%+32.3pp | 78.2%+20.3pp | 67.7%+30.9pp |
| Annual return | 8.56% | 33.39%-24.8pp | 64.84%-56.3pp | 35.67%-27.1pp |
| Employer contribution / active EE | $417 | $3,106-86.6% | $4,675-91.1% | $2,757-84.9% |
| Participant deferral / active EE | $2,803 | $3,455-18.9% | $5,631-50.2% | $4,300-34.8% |
| Admin fee / account holder | $1,977 | $7,994-75.3% | $15,885-87.6% | $6,925-71.5% |