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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 | $19,089 | $107,733-82.3% | $92,985-79.5% | $154,746-87.7% |
| Participation rate | 81.3% | 74.6%+6.7pp | 69.5%+11.8pp | 80.7%+0.5pp |
| Annual return | 5.86% | 30.39%-24.5pp | 27.99%-22.1pp | 172.34%-166.5pp |
| Employer contribution / active EE | $1,563 | $3,126-50.0% | $2,662-41.3% | $4,379-64.3% |
| Participant deferral / active EE | $1,754 | $5,053-65.3% | $4,377-59.9% | $6,730-73.9% |
| Admin fee / account holder | $3,500 | $11,369-69.2% | $9,463-63.0% | $14,365-75.6% |