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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 | $22,078 | $69,590-68.3% | $136,867-83.9% | $94,015-76.5% |
| Participation rate | 88.0% | 66.3%+21.7pp | 74.5%+13.5pp | 70.8%+17.2pp |
| Annual return | 4.11% | 19.62%-15.5pp | 42.97%-38.9pp | 17.84%-13.7pp |
| Employer contribution / active EE | $2,017 | $2,396-15.8% | $3,547-43.1% | $2,790-27.7% |
| Participant deferral / active EE | $3,256 | $3,437-5.3% | $4,924-33.9% | $4,249-23.4% |
| Admin fee / account holder | $5,606 | $8,912-37.1% | $10,340-45.8% | $8,951-37.4% |