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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 | $27,282 | $67,894-59.8% | $89,340-69.5% | $82,448-66.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 9.28% | 19.21%-9.9pp | 20.57%-11.3pp | 41.64%-32.4pp |
| Employer contribution / active EE | $1,344 | $1,828-26.4% | $2,231-39.7% | $2,551-47.3% |
| Participant deferral / active EE | $1,193 | $3,072-61.2% | $3,823-68.8% | $4,139-71.2% |
| Admin fee / account holder | $1,103 | $5,723-80.7% | $6,704-83.5% | $7,234-84.8% |