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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 | $57,926 | $76,551-24.3% | $123,894-53.2% | $62,881-7.9% |
| Participation rate | 88.4% | 73.0%+15.4pp | 81.4%+7.0pp | 69.3%+19.1pp |
| Annual return | 5.74% | 18.68%-12.9pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,151 | $2,882-60.1% | $4,617-75.1% | $2,281-49.5% |
| Participant deferral / active EE | $14,998 | $4,840+209.9% | $5,984+150.6% | $3,203+368.2% |
| Admin fee / account holder | $6,573 | $4,826+36.2% | $8,357-21.3% | $4,296+53.0% |