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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 | $77,814-77.8% | $158,223-89.1% | $86,983-80.2% |
| Participation rate | 92.2% | 68.4%+23.8pp | 79.2%+13.0pp | 69.5%+22.7pp |
| Annual return | 11.13% | 30.54%-19.4pp | 52.09%-41.0pp | 25.83%-14.7pp |
| Employer contribution / active EE | $1,593 | $2,592-38.5% | $4,109-61.2% | $2,584-38.4% |
| Participant deferral / active EE | $1,283 | $3,270-60.8% | $5,467-76.5% | $4,194-69.4% |
| Admin fee / account holder | $1,857 | $5,879-68.4% | $16,047-88.4% | $7,856-76.4% |