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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 | $13,409 | $57,590-76.7% | $86,233-84.5% | $82,448-83.7% |
| Participation rate | 98.5% | 57.9%+40.6pp | 69.0%+29.5pp | 68.1%+30.4pp |
| Annual return | 10.97% | 22.41%-11.4pp | 61.39%-50.4pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,375 | $1,655-16.9% | $2,504-45.1% | $2,551-46.1% |
| Participant deferral / active EE | $796 | $3,080-74.2% | $4,559-82.5% | $4,139-80.8% |
| Admin fee / account holder | $371 | $4,730-92.2% | $8,342-95.6% | $7,234-94.9% |