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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 | $22,683 | $62,672-63.8% | $185,117-87.7% | $70,126-67.7% |
| Participation rate | 87.3% | 63.8%+23.5pp | 77.3%+10.1pp | 69.5%+17.8pp |
| Annual return | 10.72% | 40.79%-30.1pp | 40.50%-29.8pp | 73.15%-62.4pp |
| Employer contribution / active EE | $973 | $1,753-44.5% | $4,182-76.7% | $2,343-58.5% |
| Participant deferral / active EE | $3,082 | $3,272-5.8% | $5,045-38.9% | $3,332-7.5% |
| Admin fee / account holder | $848 | $3,932-78.4% | $8,159-89.6% | $4,645-81.7% |