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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 | $16,551 | $77,638-78.7% | $156,551-89.4% | $62,881-73.7% |
| Participation rate | 91.8% | 71.2%+20.6pp | 84.0%+7.8pp | 69.3%+22.5pp |
| Annual return | 1.79% | 50.33%-48.5pp | 32.23%-30.4pp | 20.14%-18.4pp |
| Employer contribution / active EE | $1,257 | $3,444-63.5% | $5,501-77.2% | $2,281-44.9% |
| Participant deferral / active EE | $2,566 | $3,046-15.7% | $4,871-47.3% | $3,203-19.9% |
| Admin fee / account holder | $357 | $5,561-93.6% | $13,028-97.3% | $4,296-91.7% |