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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 | $76,407-68.8% | $150,298-84.2% | $82,448-71.1% |
| Participation rate | 97.8% | 66.4%+31.4pp | 77.8%+20.1pp | 68.1%+29.8pp |
| Annual return | 4.86% | 39.99%-35.1pp | 62.79%-57.9pp | 41.64%-36.8pp |
| Employer contribution / active EE | $530 | $2,614-79.7% | $4,154-87.2% | $2,551-79.2% |
| Participant deferral / active EE | $1,112 | $3,214-65.4% | $5,453-79.6% | $4,139-73.1% |
| Admin fee / account holder | $4,304 | $6,352-32.2% | $14,116-69.5% | $7,234-40.5% |