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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 | $21,442 | $59,839-64.2% | $81,988-73.8% | $79,858-73.2% |
| Participation rate | 84.4% | 61.6%+22.8pp | 69.3%+15.1pp | 69.6%+14.7pp |
| Annual return | 7.56% | 17.56%-10.0pp | 41.31%-33.8pp | 31.72%-24.2pp |
| Employer contribution / active EE | $744 | $1,713-56.6% | $2,498-70.2% | $2,471-69.9% |
| Participant deferral / active EE | $1,665 | $2,695-38.2% | $3,722-55.3% | $3,740-55.5% |
| Admin fee / account holder | $8,006 | $4,287+86.7% | $5,665+41.3% | $5,306+50.9% |