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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 | $18,988 | $53,837-64.7% | $75,717-74.9% | $85,856-77.9% |
| Participation rate | 84.2% | 69.1%+15.2pp | 74.8%+9.4pp | 69.3%+14.9pp |
| Annual return | 8.09% | 24.54%-16.4pp | 104.58%-96.5pp | 318.58%-310.5pp |
| Employer contribution / active EE | $515 | $2,017-74.5% | $2,743-81.2% | $2,565-79.9% |
| Participant deferral / active EE | $1,089 | $2,895-62.4% | $3,821-71.5% | $3,952-72.4% |
| Admin fee / account holder | $1,108 | $3,341-66.8% | $3,619-69.4% | $6,261-82.3% |