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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 | $17,051 | $52,580-67.6% | $71,671-76.2% | $70,126-75.7% |
| Participation rate | 92.0% | 60.9%+31.1pp | 68.7%+23.3pp | 69.5%+22.5pp |
| Annual return | 6.15% | 20.25%-14.1pp | 20.65%-14.5pp | 73.15%-67.0pp |
| Employer contribution / active EE | $1,376 | $1,616-14.9% | $2,460-44.1% | $2,343-41.3% |
| Participant deferral / active EE | $1,054 | $2,386-55.8% | $3,438-69.3% | $3,332-68.4% |
| Admin fee / account holder | $2,208 | $3,653-39.6% | $5,558-60.3% | $4,645-52.5% |