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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 | $31,999 | $77,920-58.9% | $149,723-78.6% | $75,177-57.4% |
| Participation rate | 85.4% | 65.6%+19.8pp | 78.8%+6.6pp | 67.2%+18.2pp |
| Annual return | 9.27% | 31.72%-22.5pp | 134.50%-125.2pp | 160.75%-151.5pp |
| Employer contribution / active EE | $651 | $3,138-79.2% | $4,821-86.5% | $2,671-75.6% |
| Participant deferral / active EE | $1,603 | $3,411-53.0% | $5,682-71.8% | $4,126-61.2% |
| Admin fee / account holder | $656 | $5,951-89.0% | $13,215-95.0% | $5,651-88.4% |