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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 | $31,808 | $81,504-61.0% | $102,437-68.9% | $80,959-60.7% |
| Participation rate | 81.0% | 66.9%+14.1pp | 74.5%+6.4pp | 67.7%+13.3pp |
| Annual return | 7.73% | 25.60%-17.9pp | 24.95%-17.2pp | 35.67%-27.9pp |
| Employer contribution / active EE | $1,806 | $3,104-41.8% | $3,871-53.4% | $2,757-34.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,046 | $6,719-69.6% | $8,388-75.6% | $6,925-70.5% |