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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 | $20,385 | $48,078-57.6% | $78,676-74.1% | $62,881-67.6% |
| Participation rate | 78.8% | 65.2%+13.6pp | 73.6%+5.2pp | 69.3%+9.5pp |
| Annual return | 4.53% | 31.36%-26.8pp | 62.19%-57.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $975 | $2,015-51.6% | $2,850-65.8% | $2,281-57.2% |
| Participant deferral / active EE | $1,027 | $2,587-60.3% | $3,517-70.8% | $3,203-67.9% |
| Admin fee / account holder | $1,096 | $3,206-65.8% | $4,510-75.7% | $4,296-74.5% |