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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 | $16,864 | $49,255-65.8% | $70,494-76.1% | $79,856-78.9% |
| Participation rate | 92.9% | 69.2%+23.7pp | 75.1%+17.8pp | 69.6%+23.2pp |
| Annual return | 2.23% | 30.10%-27.9pp | 109.16%-106.9pp | 31.71%-29.5pp |
| Employer contribution / active EE | $592 | $2,100-71.8% | $2,738-78.4% | $2,471-76.0% |
| Participant deferral / active EE | $1,212 | $2,768-56.2% | $3,711-67.3% | $3,741-67.6% |
| Admin fee / account holder | $958 | $2,879-66.7% | $3,848-75.1% | $5,306-82.0% |