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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 | $13,352 | $77,814-82.8% | $158,223-91.6% | $86,983-84.7% |
| Participation rate | 93.9% | 68.4%+25.5pp | 79.2%+14.7pp | 69.5%+24.4pp |
| Annual return | 7.62% | 30.54%-22.9pp | 52.09%-44.5pp | 25.83%-18.2pp |
| Employer contribution / active EE | $1,177 | $2,592-54.6% | $4,109-71.3% | $2,584-54.4% |
| Participant deferral / active EE | $1,018 | $3,270-68.9% | $5,467-81.4% | $4,194-75.7% |
| Admin fee / account holder | $649 | $5,879-89.0% | $16,047-96.0% | $7,856-91.7% |