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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 | $20,735 | $45,087-54.0% | $69,483-70.2% | $72,976-71.6% |
| Participation rate | 70.0% | 68.5%+1.5pp | 74.6%-4.6pp | 69.5%+0.5pp |
| Annual return | 5.05% | 22.67%-17.6pp | 28.99%-23.9pp | 81.02%-76.0pp |
| Employer contribution / active EE | $1,403 | $2,055-31.7% | $2,780-49.5% | $2,440-42.5% |
| Participant deferral / active EE | $2,978 | $2,603+14.4% | $3,537-15.8% | $3,608-17.5% |
| Admin fee / account holder | $403 | $3,057-86.8% | $3,841-89.5% | $5,124-92.1% |