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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 | $20,864 | $45,082-53.7% | $69,464-70.0% | $72,975-71.4% |
| Participation rate | 96.2% | 68.5%+27.7pp | 74.6%+21.5pp | 69.5%+26.7pp |
| Annual return | 5.61% | 22.66%-17.1pp | 28.98%-23.4pp | 81.01%-75.4pp |
| Employer contribution / active EE | $1,355 | $2,055-34.1% | $2,779-51.3% | $2,440-44.5% |
| Participant deferral / active EE | $1,530 | $2,604-41.2% | $3,536-56.7% | $3,608-57.6% |
| Admin fee / account holder | $1,236 | $3,057-59.6% | $3,840-67.8% | $5,124-75.9% |