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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 | $22,411 | $58,099-61.4% | $76,902-70.9% | $75,177-70.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 10.17% | 26.71%-16.5pp | 37.91%-27.7pp | 160.75%-150.6pp |
| Employer contribution / active EE | $1,420 | $1,996-28.8% | $2,534-44.0% | $2,671-46.8% |
| Participant deferral / active EE | $1,191 | $2,999-60.3% | $3,833-68.9% | $4,126-71.1% |
| Admin fee / account holder | $1,208 | $4,778-74.7% | $5,479-78.0% | $5,651-78.6% |