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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 | $26,690 | $76,551-65.1% | $123,894-78.5% | $62,881-57.6% |
| Participation rate | 87.0% | 73.0%+14.0pp | 81.4%+5.5pp | 69.3%+17.7pp |
| Annual return | 4.80% | 18.68%-13.9pp | 47.52%-42.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,463 | $2,882-49.2% | $4,617-68.3% | $2,281-35.9% |
| Participant deferral / active EE | $2,493 | $4,840-48.5% | $5,984-58.3% | $3,203-22.2% |
| Admin fee / account holder | $6,202 | $4,826+28.5% | $8,357-25.8% | $4,296+44.4% |