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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 | $81,262-74.6% | $155,602-86.8% | $80,911-74.5% |
| Participation rate | 83.1% | 66.2%+16.9pp | 78.2%+4.9pp | 67.6%+15.5pp |
| Annual return | 10.19% | 33.34%-23.1pp | 64.81%-54.6pp | 35.63%-25.4pp |
| Employer contribution / active EE | $632 | $3,102-79.6% | $4,675-86.5% | $2,756-77.1% |
| Participant deferral / active EE | $1,605 | $3,451-53.5% | $5,629-71.5% | $4,297-62.6% |
| Admin fee / account holder | $2,023 | $7,992-74.7% | $15,923-87.3% | $6,935-70.8% |