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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 | $76,407-89.8% | $150,298-94.8% | $82,448-90.5% |
| Participation rate | 75.9% | 66.4%+9.5pp | 77.8%-1.9pp | 68.1%+7.8pp |
| Annual return | 3.53% | 39.99%-36.5pp | 62.79%-59.3pp | 41.64%-38.1pp |
| Employer contribution / active EE | $1,200 | $2,614-54.1% | $4,154-71.1% | $2,551-53.0% |
| Participant deferral / active EE | $2,423 | $3,214-24.6% | $5,453-55.6% | $4,139-41.5% |
| Admin fee / account holder | $9,854 | $6,352+55.1% | $14,116-30.2% | $7,234+36.2% |