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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 | $30,952 | $41,377-25.2% | $109,313-71.7% | $62,881-50.8% |
| Participation rate | 89.1% | 57.5%+31.6pp | 71.3%+17.9pp | 69.3%+19.8pp |
| Annual return | 4.84% | 11.05%-6.2pp | 22.07%-17.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $474 | $1,276-62.8% | $3,892-87.8% | $2,281-79.2% |
| Participant deferral / active EE | $1,444 | $2,045-29.4% | $3,166-54.4% | $3,203-54.9% |
| Admin fee / account holder | $1,000 | $2,884-65.3% | $5,666-82.4% | $4,296-76.7% |