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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 | $17,209 | $48,078-64.2% | $78,676-78.1% | $62,881-72.6% |
| Participation rate | 90.2% | 65.2%+25.0pp | 73.6%+16.6pp | 69.3%+20.9pp |
| Annual return | 0.35% | 31.36%-31.0pp | 62.19%-61.8pp | 20.14%-19.8pp |
| Employer contribution / active EE | $1,406 | $2,015-30.2% | $2,850-50.7% | $2,281-38.4% |
| Participant deferral / active EE | $3,354 | $2,587+29.7% | $3,517-4.6% | $3,203+4.7% |
| Admin fee / account holder | $1,770 | $3,206-44.8% | $4,510-60.8% | $4,296-58.8% |