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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 | $42,584 | $52,580-19.0% | $71,671-40.6% | $70,126-39.3% |
| Participation rate | 76.5% | 60.9%+15.6pp | 68.7%+7.7pp | 69.5%+6.9pp |
| Annual return | 8.65% | 20.25%-11.6pp | 20.65%-12.0pp | 73.15%-64.5pp |
| Employer contribution / active EE | $285 | $1,616-82.4% | $2,460-88.4% | $2,343-87.9% |
| Participant deferral / active EE | $1,008 | $2,386-57.8% | $3,438-70.7% | $3,332-69.8% |
| Admin fee / account holder | $413 | $3,653-88.7% | $5,558-92.6% | $4,645-91.1% |