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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 | $18,145 | $45,082-59.8% | $69,464-73.9% | $72,975-75.1% |
| Participation rate | 98.1% | 68.5%+29.6pp | 74.6%+23.5pp | 69.5%+28.6pp |
| Annual return | 4.77% | 22.66%-17.9pp | 28.98%-24.2pp | 81.01%-76.2pp |
| Employer contribution / active EE | $2,656 | $2,055+29.2% | $2,779-4.4% | $2,440+8.9% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,099 | $3,057-31.3% | $3,840-45.4% | $5,124-59.0% |