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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 | $27,637 | $77,419-64.3% | $69,461-60.2% | $152,885-81.9% |
| Participation rate | 94.7% | 78.1%+16.6pp | 74.6%+20.1pp | 82.5%+12.3pp |
| Annual return | 2.41% | 39.07%-36.7pp | 28.97%-26.6pp | 345.39%-343.0pp |
| Employer contribution / active EE | $1,474 | $3,315-55.5% | $2,779-47.0% | $4,763-69.1% |
| Participant deferral / active EE | $1,456 | $4,414-67.0% | $3,536-58.8% | $5,851-75.1% |
| Admin fee / account holder | $460 | $6,207-92.6% | $3,840-88.0% | $11,598-96.0% |