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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 | $16,741 | $47,848-65.0% | $81,473-79.5% | $70,126-76.1% |
| Participation rate | 70.9% | 58.3%+12.6pp | 68.0%+3.0pp | 69.5%+1.4pp |
| Annual return | 10.77% | 27.25%-16.5pp | 38.78%-28.0pp | 73.15%-62.4pp |
| Employer contribution / active EE | $815 | $1,527-46.6% | $2,568-68.3% | $2,343-65.2% |
| Participant deferral / active EE | $815 | $2,453-66.8% | $3,537-77.0% | $3,332-75.5% |
| Admin fee / account holder | $2,508 | $3,145-20.2% | $4,561-45.0% | $4,645-46.0% |