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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 | $23,007 | $103,038-77.7% | $90,324-74.5% | $152,909-85.0% |
| Participation rate | 89.5% | 75.9%+13.6pp | 73.3%+16.2pp | 82.5%+7.0pp |
| Annual return | 0.55% | 95.25%-94.7pp | 78.15%-77.6pp | 345.46%-344.9pp |
| Employer contribution / active EE | $1,579 | $3,141-49.7% | $2,856-44.7% | $4,764-66.9% |
| Participant deferral / active EE | $1,731 | $4,282-59.6% | $3,885-55.4% | $5,851-70.4% |
| Admin fee / account holder | $334 | $6,177-94.6% | $5,356-93.8% | $11,601-97.1% |