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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 | $76,407-61.6% | $150,298-80.5% | $82,448-64.4% |
| Participation rate | 90.0% | 66.4%+23.6pp | 77.8%+12.2pp | 68.1%+21.9pp |
| Annual return | 10.96% | 39.99%-29.0pp | 62.79%-51.8pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,302 | $2,614-50.2% | $4,154-68.6% | $2,551-48.9% |
| Participant deferral / active EE | $2,166 | $3,214-32.6% | $5,453-60.3% | $4,139-47.7% |
| Admin fee / account holder | $1,304 | $6,352-79.5% | $14,116-90.8% | $7,234-82.0% |