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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 | $17,501 | $54,763-68.0% | $90,324-80.6% | $72,976-76.0% |
| Participation rate | 98.5% | 65.2%+33.3pp | 73.3%+25.2pp | 69.5%+29.0pp |
| Annual return | 6.31% | 30.63%-24.3pp | 78.15%-71.8pp | 81.02%-74.7pp |
| Employer contribution / active EE | $604 | $2,093-71.2% | $2,856-78.9% | $2,440-75.3% |
| Participant deferral / active EE | $921 | $2,887-68.1% | $3,885-76.3% | $3,608-74.5% |
| Admin fee / account holder | $654 | $3,973-83.5% | $5,356-87.8% | $5,124-87.2% |