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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 | $25,395 | $77,638-67.3% | $156,551-83.8% | $62,881-59.6% |
| Participation rate | 94.6% | 71.2%+23.4pp | 84.0%+10.6pp | 69.3%+25.3pp |
| Annual return | 4.58% | 50.33%-45.7pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,269 | $3,444-63.2% | $5,501-76.9% | $2,281-44.4% |
| Participant deferral / active EE | $1,108 | $3,046-63.6% | $4,871-77.3% | $3,203-65.4% |
| Admin fee / account holder | $1,925 | $5,561-65.4% | $13,028-85.2% | $4,296-55.2% |