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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 | $87,166-78.1% | $76,735-75.1% | $137,256-86.1% |
| Participation rate | 81.3% | 74.4%+6.9pp | 69.5%+11.8pp | 80.0%+1.3pp |
| Annual return | 5.86% | 26.50%-20.6pp | 29.77%-23.9pp | 220.34%-214.5pp |
| Employer contribution / active EE | $1,563 | $2,904-46.2% | $2,454-36.3% | $4,156-62.4% |
| Participant deferral / active EE | $1,754 | $4,726-62.9% | $4,088-57.1% | $6,407-72.6% |
| Admin fee / account holder | $3,500 | $8,403-58.3% | $7,189-51.3% | $12,270-71.5% |