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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 | $15,339 | $45,041-65.9% | $63,003-75.7% | $70,131-78.1% |
| Participation rate | 98.1% | 69.5%+28.6pp | 74.8%+23.3pp | 69.5%+28.6pp |
| Annual return | 1.41% | 18.76%-17.3pp | 87.59%-86.2pp | 73.14%-71.7pp |
| Employer contribution / active EE | $638 | $2,052-68.9% | $2,760-76.9% | $2,342-72.7% |
| Participant deferral / active EE | $1,215 | $2,465-50.7% | $3,329-63.5% | $3,332-63.5% |
| Admin fee / account holder | $8,131 | $2,836+186.7% | $3,600+125.8% | $4,645+75.0% |