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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 | $16,710 | $54,763-69.5% | $90,324-81.5% | $72,976-77.1% |
| Participation rate | 94.7% | 65.2%+29.6pp | 73.3%+21.5pp | 69.5%+25.2pp |
| Annual return | 3.85% | 30.63%-26.8pp | 78.15%-74.3pp | 81.02%-77.2pp |
| Employer contribution / active EE | $969 | $2,093-53.7% | $2,856-66.1% | $2,440-60.3% |
| Participant deferral / active EE | $1,118 | $2,887-61.3% | $3,885-71.2% | $3,608-69.0% |
| Admin fee / account holder | $607 | $3,973-84.7% | $5,356-88.7% | $5,124-88.1% |