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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 | $75,541-82.3% | $152,093-91.2% | $82,637-83.8% |
| Participation rate | 93.9% | 66.5%+27.4pp | 77.8%+16.2pp | 68.1%+25.9pp |
| Annual return | 7.62% | 32.56%-24.9pp | 66.36%-58.7pp | 53.51%-45.9pp |
| Employer contribution / active EE | $1,177 | $2,622-55.1% | $4,175-71.8% | $2,552-53.9% |
| Participant deferral / active EE | $1,018 | $3,206-68.2% | $5,451-81.3% | $4,126-75.3% |
| Admin fee / account holder | $649 | $6,405-89.9% | $14,497-95.5% | $7,339-91.2% |