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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 | $32,906 | $57,073-42.3% | $85,126-61.3% | $80,925-59.3% |
| Participation rate | 96.2% | 56.4%+39.8pp | 67.5%+28.6pp | 67.7%+28.5pp |
| Annual return | 8.02% | 21.69%-13.7pp | 66.63%-58.6pp | 35.65%-27.6pp |
| Employer contribution / active EE | $1,485 | $1,801-17.5% | $2,731-45.6% | $2,756-46.1% |
| Participant deferral / active EE | $981 | $3,113-68.5% | $4,523-78.3% | $4,299-77.2% |
| Admin fee / account holder | $1,056 | $4,988-78.8% | $6,160-82.9% | $6,940-84.8% |