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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 | $19,822 | $49,025-59.6% | $87,502-77.3% | $62,881-68.5% |
| Participation rate | 97.5% | 64.9%+32.6pp | 73.8%+23.7pp | 69.3%+28.2pp |
| Annual return | 2.72% | 10.02%-7.3pp | 12.21%-9.5pp | 20.14%-17.4pp |
| Employer contribution / active EE | $1,500 | $1,372+9.3% | $2,550-41.2% | $2,281-34.2% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,680 | $4,065+39.7% | $4,221+34.6% | $4,296+32.2% |