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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 | $31,256 | $54,541-42.7% | $78,778-60.3% | $70,124-55.4% |
| Participation rate | 96.9% | 60.8%+36.1pp | 69.2%+27.7pp | 69.5%+27.3pp |
| Annual return | 10.18% | 21.07%-10.9pp | 35.62%-25.4pp | 73.14%-63.0pp |
| Employer contribution / active EE | $625 | $1,089-42.6% | $1,986-68.5% | $2,342-73.3% |
| Participant deferral / active EE | $1,466 | $2,210-33.7% | $2,958-50.4% | $3,332-56.0% |
| Admin fee / account holder | $1,906 | $3,709-48.6% | $5,134-62.9% | $4,645-59.0% |