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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 | $21,660 | $65,712-67.0% | $57,196-62.1% | $273,972-92.1% |
| Participation rate | 95.8% | 78.3%+17.5pp | 75.3%+20.5pp | 83.0%+12.8pp |
| Annual return | -0.72% | 22.01%-22.7pp | 14.59%-15.3pp | 41.46%-42.2pp |
| Employer contribution / active EE | $923 | $3,280-71.9% | $2,683-65.6% | $4,869-81.1% |
| Participant deferral / active EE | $2,160 | $3,782-42.9% | $3,096-30.2% | $5,287-59.1% |
| Admin fee / account holder | $940 | $4,838-80.6% | $3,141-70.1% | $10,133-90.7% |