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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 | $29,323 | $78,690-62.7% | $161,489-81.8% | $87,485-66.5% |
| Participation rate | 90.0% | 67.5%+22.5pp | 78.7%+11.3pp | 68.9%+21.1pp |
| Annual return | 10.96% | 32.74%-21.8pp | 89.72%-78.8pp | 26.06%-15.1pp |
| Employer contribution / active EE | $1,302 | $2,588-49.7% | $4,268-69.5% | $2,596-49.8% |
| Participant deferral / active EE | $2,166 | $3,311-34.6% | $5,630-61.5% | $4,274-49.3% |
| Admin fee / account holder | $1,304 | $6,724-80.6% | $16,006-91.9% | $7,775-83.2% |