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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 | $22,718 | $67,894-66.5% | $89,340-74.6% | $82,448-72.4% |
| Participation rate | 98.2% | 64.0%+34.2pp | 69.6%+28.7pp | 68.1%+30.2pp |
| Annual return | 8.86% | 19.21%-10.3pp | 20.57%-11.7pp | 41.64%-32.8pp |
| Employer contribution / active EE | $1,754 | $1,828-4.0% | $2,231-21.4% | $2,551-31.2% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,225 | $5,723-78.6% | $6,704-81.7% | $7,234-83.1% |