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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 | $27,548 | $46,534-40.8% | $64,097-57.0% | $75,177-63.4% |
| Participation rate | 96.3% | 65.9%+30.4pp | 72.3%+24.0pp | 67.2%+29.1pp |
| Annual return | 8.11% | 26.07%-18.0pp | 33.75%-25.6pp | 160.75%-152.6pp |
| Employer contribution / active EE | $1,121 | $1,976-43.3% | $2,750-59.2% | $2,671-58.0% |
| Participant deferral / active EE | $2,964 | $2,835+4.5% | $3,881-23.6% | $4,126-28.2% |
| Admin fee / account holder | $1,456 | $2,957-50.8% | $3,070-52.6% | $5,651-74.2% |