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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 | $23,811 | $86,050-72.3% | $189,758-87.5% | $94,015-74.7% |
| Participation rate | 97.8% | 68.9%+28.9pp | 79.8%+18.0pp | 70.8%+27.0pp |
| Annual return | 4.86% | 17.77%-12.9pp | 52.62%-47.8pp | 17.84%-13.0pp |
| Employer contribution / active EE | $530 | $2,819-81.2% | $4,767-88.9% | $2,790-81.0% |
| Participant deferral / active EE | $1,112 | $3,349-66.8% | $5,856-81.0% | $4,249-73.8% |
| Admin fee / account holder | $4,304 | $6,627-35.0% | $20,388-78.9% | $8,951-51.9% |