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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 | $23,924 | $56,544-57.7% | $75,501-68.3% | $70,126-65.9% |
| Participation rate | 97.0% | 68.1%+28.9pp | 72.4%+24.6pp | 69.5%+27.4pp |
| Annual return | 12.06% | 23.59%-11.5pp | 27.35%-15.3pp | 73.15%-61.1pp |
| Employer contribution / active EE | $1,684 | $1,817-7.3% | $2,352-28.4% | $2,343-28.1% |
| Participant deferral / active EE | $3,746 | $2,580+45.2% | $3,142+19.2% | $3,332+12.4% |
| Admin fee / account holder | $863 | $3,827-77.5% | $5,801-85.1% | $4,645-81.4% |