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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 | $58,294 | $106,524-45.3% | $152,301-61.7% | $87,485-33.4% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.4%+1.4pp | 68.9%+14.9pp |
| Annual return | 11.48% | 26.89%-15.4pp | 80.50%-69.0pp | 26.06%-14.6pp |
| Employer contribution / active EE | $918 | $3,371-72.8% | $4,624-80.1% | $2,596-64.6% |
| Participant deferral / active EE | $2,539 | $6,525-61.1% | $8,004-68.3% | $4,274-40.6% |
| Admin fee / account holder | $3,582 | $8,287-56.8% | $14,398-75.1% | $7,775-53.9% |