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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 | $31,221 | $91,198-65.8% | $178,503-82.5% | $79,856-60.9% |
| Participation rate | 87.7% | 69.2%+18.5pp | 81.9%+5.7pp | 69.6%+18.0pp |
| Annual return | 9.54% | 24.20%-14.7pp | 151.12%-141.6pp | 31.71%-22.2pp |
| Employer contribution / active EE | $655 | $3,257-79.9% | $5,011-86.9% | $2,471-73.5% |
| Participant deferral / active EE | $1,539 | $3,237-52.5% | $5,202-70.4% | $3,741-58.9% |
| Admin fee / account holder | $2,134 | $6,748-68.4% | $13,987-84.7% | $5,306-59.8% |