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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 | $18,013 | $75,541-76.2% | $152,093-88.2% | $82,637-78.2% |
| Participation rate | 91.2% | 66.5%+24.6pp | 77.8%+13.4pp | 68.1%+23.1pp |
| Annual return | 10.60% | 32.56%-22.0pp | 66.36%-55.8pp | 53.51%-42.9pp |
| Employer contribution / active EE | $1,086 | $2,622-58.6% | $4,175-74.0% | $2,552-57.4% |
| Participant deferral / active EE | $1,044 | $3,206-67.4% | $5,451-80.9% | $4,126-74.7% |
| Admin fee / account holder | $2,015 | $6,405-68.5% | $14,497-86.1% | $7,339-72.5% |