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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 | $17,241 | $78,690-78.1% | $161,489-89.3% | $87,485-80.3% |
| Participation rate | 92.2% | 67.5%+24.7pp | 78.7%+13.5pp | 68.9%+23.3pp |
| Annual return | 11.13% | 32.74%-21.6pp | 89.72%-78.6pp | 26.06%-14.9pp |
| Employer contribution / active EE | $1,593 | $2,588-38.4% | $4,268-62.7% | $2,596-38.6% |
| Participant deferral / active EE | $1,283 | $3,311-61.3% | $5,630-77.2% | $4,274-70.0% |
| Admin fee / account holder | $1,857 | $6,724-72.4% | $16,006-88.4% | $7,775-76.1% |