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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 | $32,368 | $65,712-50.7% | $57,196-43.4% | $273,972-88.2% |
| Participation rate | 88.9% | 78.3%+10.6pp | 75.3%+13.6pp | 83.0%+5.9pp |
| Annual return | 0.11% | 22.01%-21.9pp | 14.59%-14.5pp | 41.46%-41.3pp |
| Employer contribution / active EE | $2,329 | $3,280-29.0% | $2,683-13.2% | $4,869-52.2% |
| Participant deferral / active EE | $3,553 | $3,782-6.0% | $3,096+14.8% | $5,287-32.8% |
| Admin fee / account holder | $300 | $4,838-93.8% | $3,141-90.4% | $10,133-97.0% |