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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 | $16,676 | $54,757-69.5% | $90,304-81.5% | $72,975-77.1% |
| Participation rate | 91.8% | 65.2%+26.7pp | 73.3%+18.6pp | 69.5%+22.3pp |
| Annual return | 5.15% | 30.63%-25.5pp | 78.13%-73.0pp | 81.01%-75.9pp |
| Employer contribution / active EE | $1,172 | $2,093-44.0% | $2,855-58.9% | $2,440-52.0% |
| Participant deferral / active EE | $2,241 | $2,887-22.4% | $3,885-42.3% | $3,608-37.9% |
| Admin fee / account holder | $2,459 | $3,973-38.1% | $5,354-54.1% | $5,124-52.0% |