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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 | $21,400 | $78,690-72.8% | $161,489-86.7% | $87,485-75.5% |
| Participation rate | 85.5% | 67.5%+18.0pp | 78.7%+6.8pp | 68.9%+16.5pp |
| Annual return | 12.31% | 32.74%-20.4pp | 89.72%-77.4pp | 26.06%-13.7pp |
| Employer contribution / active EE | $2,251 | $2,588-13.0% | $4,268-47.3% | $2,596-13.3% |
| Participant deferral / active EE | $1,193 | $3,311-64.0% | $5,630-78.8% | $4,274-72.1% |
| Admin fee / account holder | $4,191 | $6,724-37.7% | $16,006-73.8% | $7,775-46.1% |