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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 | $32,338 | $45,082-28.3% | $69,464-53.4% | $72,975-55.7% |
| Participation rate | 97.5% | 68.5%+29.0pp | 74.6%+22.9pp | 69.5%+28.0pp |
| Annual return | 5.08% | 22.66%-17.6pp | 28.98%-23.9pp | 81.01%-75.9pp |
| Employer contribution / active EE | $530 | $2,055-74.2% | $2,779-80.9% | $2,440-78.3% |
| Participant deferral / active EE | $1,489 | $2,604-42.8% | $3,536-57.9% | $3,608-58.7% |
| Admin fee / account holder | $1,878 | $3,057-38.6% | $3,840-51.1% | $5,124-63.4% |