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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 | $25,996 | $63,845-59.3% | $81,370-68.1% | $80,959-67.9% |
| Participation rate | 97.3% | 63.9%+33.4pp | 69.5%+27.8pp | 67.7%+29.6pp |
| Annual return | 9.24% | 16.37%-7.1pp | 24.85%-15.6pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,310 | $1,980-33.8% | $2,464-46.8% | $2,757-52.5% |
| Participant deferral / active EE | $1,192 | $3,093-61.4% | $3,885-69.3% | $4,300-72.3% |
| Admin fee / account holder | $5,106 | $5,688-10.2% | $5,749-11.2% | $6,925-26.3% |