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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 | $57,140-42.4% | $85,240-61.4% | $80,959-59.4% |
| Participation rate | 96.2% | 56.4%+39.7pp | 67.5%+28.6pp | 67.7%+28.5pp |
| Annual return | 8.02% | 21.71%-13.7pp | 66.75%-58.7pp | 35.67%-27.6pp |
| Employer contribution / active EE | $1,485 | $1,802-17.6% | $2,735-45.7% | $2,757-46.1% |
| Participant deferral / active EE | $981 | $3,115-68.5% | $4,527-78.3% | $4,300-77.2% |
| Admin fee / account holder | $1,056 | $4,992-78.8% | $6,165-82.9% | $6,925-84.8% |