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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 | $7,826 | $75,541-89.6% | $152,093-94.9% | $82,637-90.5% |
| Participation rate | 75.9% | 66.5%+9.3pp | 77.8%-1.9pp | 68.1%+7.8pp |
| Annual return | 3.53% | 32.56%-29.0pp | 66.36%-62.8pp | 53.51%-50.0pp |
| Employer contribution / active EE | $1,200 | $2,622-54.3% | $4,175-71.3% | $2,552-53.0% |
| Participant deferral / active EE | $2,423 | $3,206-24.4% | $5,451-55.6% | $4,126-41.3% |
| Admin fee / account holder | $9,854 | $6,405+53.9% | $14,497-32.0% | $7,339+34.3% |