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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 | $14,869 | $45,082-67.0% | $69,464-78.6% | $72,975-79.6% |
| Participation rate | 92.6% | 68.5%+24.1pp | 74.6%+18.0pp | 69.5%+23.1pp |
| Annual return | 1.21% | 22.66%-21.5pp | 28.98%-27.8pp | 81.01%-79.8pp |
| Employer contribution / active EE | $619 | $2,055-69.9% | $2,779-77.7% | $2,440-74.6% |
| Participant deferral / active EE | $1,338 | $2,604-48.6% | $3,536-62.2% | $3,608-62.9% |
| Admin fee / account holder | $2,179 | $3,057-28.7% | $3,840-43.3% | $5,124-57.5% |