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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 | $14,767 | $39,132-62.3% | $57,196-74.2% | $62,881-76.5% |
| Participation rate | 95.5% | 70.5%+25.0pp | 75.3%+20.1pp | 69.3%+26.1pp |
| Annual return | -1.21% | 9.24%-10.5pp | 14.59%-15.8pp | 20.14%-21.4pp |
| Employer contribution / active EE | $1,601 | $1,874-14.6% | $2,683-40.3% | $2,281-29.8% |
| Participant deferral / active EE | $2,428 | $2,374+2.3% | $3,096-21.6% | $3,203-24.2% |
| Admin fee / account holder | $1,850 | $2,594-28.7% | $3,141-41.1% | $4,296-56.9% |