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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 | $22,854 | $45,041-49.3% | $63,003-63.7% | $70,131-67.4% |
| Participation rate | 70.4% | 69.5%+0.8pp | 74.8%-4.4pp | 69.5%+0.8pp |
| Annual return | 10.70% | 18.76%-8.1pp | 87.59%-76.9pp | 73.14%-62.4pp |
| Employer contribution / active EE | $641 | $2,052-68.8% | $2,760-76.8% | $2,342-72.6% |
| Participant deferral / active EE | $822 | $2,465-66.7% | $3,329-75.3% | $3,332-75.3% |
| Admin fee / account holder | $1,604 | $2,836-43.4% | $3,600-55.5% | $4,645-65.5% |