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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 | $19,986 | $81,331-75.4% | $155,534-87.2% | $80,935-75.3% |
| Participation rate | 75.9% | 66.3%+9.6pp | 78.2%-2.4pp | 67.7%+8.2pp |
| Annual return | 10.56% | 33.37%-22.8pp | 64.92%-54.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $1,288 | $3,105-58.5% | $4,675-72.4% | $2,757-53.3% |
| Participant deferral / active EE | $3,229 | $3,454-6.5% | $5,630-42.7% | $4,299-24.9% |
| Admin fee / account holder | $1,358 | $7,999-83.0% | $15,900-91.5% | $6,924-80.4% |