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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 | $19,048 | $55,457-65.7% | $77,361-75.4% | $94,015-79.7% |
| Participation rate | 89.2% | 69.8%+19.4pp | 75.0%+14.2pp | 70.8%+18.4pp |
| Annual return | 9.56% | 15.57%-6.0pp | 1011.54%-1002.0pp | 17.84%-8.3pp |
| Employer contribution / active EE | $1,253 | $2,255-44.4% | $2,990-58.1% | $2,790-55.1% |
| Participant deferral / active EE | $1,204 | $3,069-60.8% | $3,911-69.2% | $4,249-71.7% |
| Admin fee / account holder | $5,251 | $4,334+21.2% | $5,894-10.9% | $8,951-41.3% |