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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 | $12,400 | $39,534-68.6% | $46,225-73.2% | $62,881-80.3% |
| Participation rate | 97.6% | 74.6%+23.1pp | 79.5%+18.1pp | 69.3%+28.3pp |
| Annual return | 2.05% | 8.93%-6.9pp | 7.57%-5.5pp | 20.14%-18.1pp |
| Employer contribution / active EE | $1,047 | $2,646-60.5% | $3,424-69.4% | $2,281-54.1% |
| Participant deferral / active EE | $1,158 | $2,681-56.8% | $3,776-69.3% | $3,203-63.9% |
| Admin fee / account holder | $1,887 | $2,464-23.4% | $3,519-46.4% | $4,296-56.1% |