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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 | $41,443 | $54,757-24.3% | $90,300-54.1% | $72,983-43.2% |
| Participation rate | 91.3% | 65.1%+26.2pp | 73.3%+18.0pp | 69.5%+21.8pp |
| Annual return | 13.74% | 30.63%-16.9pp | 78.11%-64.4pp | 81.01%-67.3pp |
| Employer contribution / active EE | $1,127 | $2,092-46.2% | $2,854-60.5% | $2,440-53.8% |
| Participant deferral / active EE | $2,389 | $2,887-17.2% | $3,884-38.5% | $3,608-33.8% |
| Admin fee / account holder | $1,284 | $3,972-67.7% | $5,353-76.0% | $5,124-74.9% |