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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 | $16,384 | $45,082-63.7% | $69,464-76.4% | $72,975-77.5% |
| Participation rate | 94.3% | 68.5%+25.8pp | 74.6%+19.7pp | 69.5%+24.8pp |
| Annual return | 5.01% | 22.66%-17.6pp | 28.98%-24.0pp | 81.01%-76.0pp |
| Employer contribution / active EE | $714 | $2,055-65.2% | $2,779-74.3% | $2,440-70.7% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $344 | $3,057-88.7% | $3,840-91.0% | $5,124-93.3% |