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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 | $13,710 | $46,599-70.6% | $64,101-78.6% | $75,173-81.8% |
| Participation rate | 84.6% | 65.9%+18.7pp | 72.3%+12.3pp | 67.2%+17.4pp |
| Annual return | 4.68% | 26.06%-21.4pp | 33.72%-29.0pp | 160.72%-156.0pp |
| Employer contribution / active EE | $684 | $1,975-65.4% | $2,749-75.1% | $2,671-74.4% |
| Participant deferral / active EE | $1,365 | $2,837-51.9% | $3,881-64.8% | $4,126-66.9% |
| Admin fee / account holder | $4,112 | $2,956+39.1% | $3,070+33.9% | $5,651-27.2% |