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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 | $20,610 | $81,331-74.7% | $155,534-86.7% | $80,935-74.5% |
| Participation rate | 83.1% | 66.3%+16.9pp | 78.2%+4.9pp | 67.7%+15.5pp |
| Annual return | 10.19% | 33.37%-23.2pp | 64.92%-54.7pp | 35.66%-25.5pp |
| Employer contribution / active EE | $632 | $3,105-79.7% | $4,675-86.5% | $2,757-77.1% |
| Participant deferral / active EE | $1,605 | $3,454-53.5% | $5,630-71.5% | $4,299-62.7% |
| Admin fee / account holder | $2,023 | $7,999-74.7% | $15,900-87.3% | $6,924-70.8% |