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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 | $24,031 | $78,015-69.2% | $178,505-86.5% | $80,959-70.3% |
| Participation rate | 96.8% | 65.7%+31.1pp | 77.1%+19.7pp | 67.7%+29.1pp |
| Annual return | 9.22% | 18.10%-8.9pp | 27.16%-17.9pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,797 | $2,281-21.2% | $3,955-54.6% | $2,757-34.8% |
| Participant deferral / active EE | $2,096 | $4,406-52.4% | $6,280-66.6% | $4,300-51.3% |
| Admin fee / account holder | $3,061 | $7,160-57.2% | $10,428-70.6% | $6,925-55.8% |