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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 | $90,275 | $41,377+118.2% | $109,313-17.4% | $62,881+43.6% |
| Participation rate | 97.2% | 57.5%+39.7pp | 71.3%+26.0pp | 69.3%+27.9pp |
| Annual return | 0.34% | 11.05%-10.7pp | 22.07%-21.7pp | 20.14%-19.8pp |
| Employer contribution / active EE | $1,314 | $1,276+3.0% | $3,892-66.2% | $2,281-42.4% |
| Participant deferral / active EE | $1,295 | $2,045-36.7% | $3,166-59.1% | $3,203-59.6% |
| Admin fee / account holder | $415 | $2,884-85.6% | $5,666-92.7% | $4,296-90.3% |