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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 | $13,047 | $77,908-83.3% | $149,696-91.3% | $75,173-82.6% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 11.52% | 31.73%-20.2pp | 134.46%-122.9pp | 160.72%-149.2pp |
| Employer contribution / active EE | $1,367 | $3,138-56.4% | $4,821-71.6% | $2,671-48.8% |
| Participant deferral / active EE | $1,800 | $3,411-47.2% | $5,682-68.3% | $4,126-56.4% |
| Admin fee / account holder | $1,866 | $5,950-68.6% | $13,212-85.9% | $5,651-67.0% |