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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 | $29,593 | $99,345-70.2% | $84,753-65.1% | $273,972-89.2% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 1.85% | 22.93%-21.1pp | 22.78%-20.9pp | 41.46%-39.6pp |
| Employer contribution / active EE | $11,845 | $4,214+181.1% | $3,574+231.4% | $4,869+143.3% |
| Participant deferral / active EE | $2,679 | $4,270-37.3% | $3,712-27.8% | $5,287-49.3% |
| Admin fee / account holder | $3,592 | $6,645-45.9% | $5,333-32.6% | $10,133-64.5% |