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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 | $56,580 | $35,183+60.8% | $73,550-23.1% | $70,126-19.3% |
| Participation rate | 92.2% | 42.9%+49.3pp | 54.9%+37.3pp | 69.5%+22.6pp |
| Annual return | 11.13% | 26.90%-15.8pp | -15.16%+26.3pp | 73.15%-62.0pp |
| Employer contribution / active EE | $1,016 | $709+43.3% | $1,219-16.7% | $2,343-56.6% |
| Participant deferral / active EE | $736 | $1,220-39.7% | $1,804-59.2% | $3,332-77.9% |
| Admin fee / account holder | $2,202 | $2,302-4.3% | $2,320-5.1% | $4,645-52.6% |