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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 | $60,294 | $106,524-43.4% | $152,301-60.4% | $87,485-31.1% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.4%-0.4pp | 68.9%+13.1pp |
| Annual return | 13.96% | 26.89%-12.9pp | 80.50%-66.5pp | 26.06%-12.1pp |
| Employer contribution / active EE | $1,272 | $3,371-62.3% | $4,624-72.5% | $2,596-51.0% |
| Participant deferral / active EE | $3,438 | $6,525-47.3% | $8,004-57.0% | $4,274-19.6% |
| Admin fee / account holder | $1,986 | $8,287-76.0% | $14,398-86.2% | $7,775-74.5% |