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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 | $15,882 | $54,757-71.0% | $90,304-82.4% | $72,975-78.2% |
| Participation rate | 96.8% | 65.2%+31.7pp | 73.3%+23.6pp | 69.5%+27.3pp |
| Annual return | 3.58% | 30.63%-27.1pp | 78.13%-74.6pp | 81.01%-77.4pp |
| Employer contribution / active EE | $1,476 | $2,093-29.5% | $2,855-48.3% | $2,440-39.5% |
| Participant deferral / active EE | $1,667 | $2,887-42.2% | $3,885-57.1% | $3,608-53.8% |
| Admin fee / account holder | $1,165 | $3,973-70.7% | $5,354-78.2% | $5,124-77.3% |