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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 | $18,384 | $51,222-64.1% | $70,544-73.9% | $75,173-75.5% |
| Participation rate | 87.9% | 61.0%+26.9pp | 68.4%+19.5pp | 67.2%+20.7pp |
| Annual return | 12.79% | 30.06%-17.3pp | 32.79%-20.0pp | 160.72%-147.9pp |
| Employer contribution / active EE | $1,793 | $1,827-1.9% | $2,976-39.8% | $2,671-32.9% |
| Participant deferral / active EE | $1,500 | $2,850-47.4% | $4,568-67.2% | $4,126-63.7% |
| Admin fee / account holder | $918 | $4,096-77.6% | $6,427-85.7% | $5,651-83.8% |