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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 | $24,621 | $45,041-45.3% | $63,003-60.9% | $70,131-64.9% |
| Participation rate | 94.0% | 69.5%+24.5pp | 74.8%+19.2pp | 69.5%+24.5pp |
| Annual return | 10.19% | 18.76%-8.6pp | 87.59%-77.4pp | 73.14%-62.9pp |
| Employer contribution / active EE | $721 | $2,052-64.9% | $2,760-73.9% | $2,342-69.2% |
| Participant deferral / active EE | $1,954 | $2,465-20.8% | $3,329-41.3% | $3,332-41.4% |
| Admin fee / account holder | $1,196 | $2,836-57.8% | $3,600-66.8% | $4,645-74.3% |