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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 | $27,793 | $46,534-40.3% | $64,097-56.6% | $75,177-63.0% |
| Participation rate | 93.9% | 65.9%+28.0pp | 72.3%+21.6pp | 67.2%+26.7pp |
| Annual return | 4.11% | 26.07%-22.0pp | 33.75%-29.6pp | 160.75%-156.6pp |
| Employer contribution / active EE | $1,562 | $1,976-21.0% | $2,750-43.2% | $2,671-41.5% |
| Participant deferral / active EE | $1,151 | $2,835-59.4% | $3,881-70.3% | $4,126-72.1% |
| Admin fee / account holder | $1,162 | $2,957-60.7% | $3,070-62.2% | $5,651-79.4% |