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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 | $75,541-61.2% | $152,093-80.7% | $82,637-64.5% |
| Participation rate | 90.0% | 66.5%+23.5pp | 77.8%+12.2pp | 68.1%+21.9pp |
| Annual return | 10.96% | 32.56%-21.6pp | 66.36%-55.4pp | 53.51%-42.5pp |
| Employer contribution / active EE | $1,302 | $2,622-50.3% | $4,175-68.8% | $2,552-49.0% |
| Participant deferral / active EE | $2,166 | $3,206-32.4% | $5,451-60.3% | $4,126-47.5% |
| Admin fee / account holder | $1,304 | $6,405-79.6% | $14,497-91.0% | $7,339-82.2% |