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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 | $16,285 | $45,050-63.9% | $63,018-74.2% | $70,126-76.8% |
| Participation rate | 88.0% | 69.5%+18.5pp | 74.8%+13.2pp | 69.5%+18.5pp |
| Annual return | 10.19% | 18.76%-8.6pp | 87.62%-77.4pp | 73.15%-63.0pp |
| Employer contribution / active EE | $2,466 | $2,052+20.2% | $2,761-10.7% | $2,343+5.3% |
| Participant deferral / active EE | $1,130 | $2,466-54.2% | $3,330-66.1% | $3,332-66.1% |
| Admin fee / account holder | $2,025 | $2,834-28.5% | $3,601-43.8% | $4,645-56.4% |