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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 | $24,519 | $39,132-37.3% | $57,196-57.1% | $62,881-61.0% |
| Participation rate | 97.3% | 70.5%+26.9pp | 75.3%+22.0pp | 69.3%+28.0pp |
| Annual return | -0.05% | 9.24%-9.3pp | 14.59%-14.6pp | 20.14%-20.2pp |
| Employer contribution / active EE | $449 | $1,874-76.1% | $2,683-83.3% | $2,281-80.3% |
| Participant deferral / active EE | $1,056 | $2,374-55.5% | $3,096-65.9% | $3,203-67.0% |
| Admin fee / account holder | $606 | $2,594-76.6% | $3,141-80.7% | $4,296-85.9% |