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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 | $76,407-77.4% | $150,298-88.5% | $82,448-79.1% |
| Participation rate | 92.2% | 66.4%+25.8pp | 77.8%+14.4pp | 68.1%+24.1pp |
| Annual return | 11.13% | 39.99%-28.9pp | 62.79%-51.7pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,593 | $2,614-39.1% | $4,154-61.6% | $2,551-37.5% |
| Participant deferral / active EE | $1,283 | $3,214-60.1% | $5,453-76.5% | $4,139-69.0% |
| Admin fee / account holder | $1,857 | $6,352-70.8% | $14,116-86.8% | $7,234-74.3% |