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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 | $20,083 | $91,167-78.0% | $178,498-88.7% | $79,858-74.9% |
| Participation rate | 86.4% | 69.2%+17.2pp | 81.9%+4.4pp | 69.6%+16.7pp |
| Annual return | 0.40% | 24.19%-23.8pp | 151.09%-150.7pp | 31.72%-31.3pp |
| Employer contribution / active EE | $1,782 | $3,255-45.3% | $5,011-64.4% | $2,471-27.9% |
| Participant deferral / active EE | $2,416 | $3,236-25.3% | $5,202-53.6% | $3,740-35.4% |
| Admin fee / account holder | $974 | $6,747-85.6% | $13,985-93.0% | $5,306-81.6% |