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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 | $27,816 | $78,690-64.7% | $161,489-82.8% | $87,485-68.2% |
| Participation rate | 75.6% | 67.5%+8.1pp | 78.7%-3.1pp | 68.9%+6.6pp |
| Annual return | 12.09% | 32.74%-20.6pp | 89.72%-77.6pp | 26.06%-14.0pp |
| Employer contribution / active EE | $855 | $2,588-67.0% | $4,268-80.0% | $2,596-67.1% |
| Participant deferral / active EE | $2,022 | $3,311-38.9% | $5,630-64.1% | $4,274-52.7% |
| Admin fee / account holder | $603 | $6,724-91.0% | $16,006-96.2% | $7,775-92.2% |