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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 | $48,950 | $78,015-37.3% | $178,505-72.6% | $80,959-39.5% |
| Participation rate | 84.9% | 65.7%+19.2pp | 77.1%+7.8pp | 67.7%+17.2pp |
| Annual return | 9.22% | 18.10%-8.9pp | 27.16%-17.9pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,542 | $2,281-32.4% | $3,955-61.0% | $2,757-44.1% |
| Participant deferral / active EE | $4,219 | $4,406-4.2% | $6,280-32.8% | $4,300-1.9% |
| Admin fee / account holder | $2,774 | $7,160-61.3% | $10,428-73.4% | $6,925-59.9% |