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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 | $20,053 | $48,364-58.5% | $71,796-72.1% | $62,881-68.1% |
| Participation rate | 86.2% | 60.6%+25.6pp | 69.1%+17.1pp | 69.3%+16.9pp |
| Annual return | 4.58% | 13.16%-8.6pp | 78.04%-73.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,134 | $1,042+8.9% | $1,924-41.0% | $2,281-50.3% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,271 | $3,771-66.3% | $4,815-73.6% | $4,296-70.4% |