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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 | $36,260 | $81,233-55.4% | $155,567-76.7% | $80,874-55.2% |
| Participation rate | 91.9% | 66.2%+25.6pp | 78.2%+13.7pp | 67.6%+24.2pp |
| Annual return | 5.26% | 33.33%-28.1pp | 64.74%-59.5pp | 35.62%-30.4pp |
| Employer contribution / active EE | $1,641 | $3,101-47.1% | $4,674-64.9% | $2,756-40.4% |
| Participant deferral / active EE | $2,502 | $3,452-27.5% | $5,628-55.5% | $4,297-41.8% |
| Admin fee / account holder | $717 | $7,998-91.0% | $15,916-95.5% | $6,935-89.7% |