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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 | $18,108 | $39,132-53.7% | $57,196-68.3% | $62,881-71.2% |
| Participation rate | 97.5% | 70.5%+27.0pp | 75.3%+22.2pp | 69.3%+28.2pp |
| Annual return | 0.04% | 9.24%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $700 | $1,874-62.6% | $2,683-73.9% | $2,281-69.3% |
| Participant deferral / active EE | $1,912 | $2,374-19.5% | $3,096-38.3% | $3,203-40.3% |
| Admin fee / account holder | $3,757 | $2,594+44.8% | $3,141+19.6% | $4,296-12.5% |