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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 | $30,081 | $46,877-35.8% | $122,354-75.4% | $70,126-57.1% |
| Participation rate | 89.7% | 58.2%+31.5pp | 71.6%+18.1pp | 69.5%+20.2pp |
| Annual return | 10.43% | 24.22%-13.8pp | 30.28%-19.8pp | 73.15%-62.7pp |
| Employer contribution / active EE | $1,724 | $1,288+33.8% | $4,051-57.4% | $2,343-26.4% |
| Participant deferral / active EE | $2,220 | $2,167+2.4% | $3,287-32.5% | $3,332-33.4% |
| Admin fee / account holder | $494 | $3,324-85.1% | $5,479-91.0% | $4,645-89.4% |