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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 | $18,393 | $65,395-71.9% | $182,540-89.9% | $72,975-74.8% |
| Participation rate | 97.5% | 65.4%+32.1pp | 78.0%+19.5pp | 69.5%+28.0pp |
| Annual return | 16.12% | 27.68%-11.6pp | 148.58%-132.5pp | 81.01%-64.9pp |
| Employer contribution / active EE | $1,688 | $1,911-11.7% | $4,076-58.6% | $2,440-30.8% |
| Participant deferral / active EE | $1,551 | $3,563-56.5% | $5,525-71.9% | $3,608-57.0% |
| Admin fee / account holder | $1,934 | $4,245-54.4% | $8,593-77.5% | $5,124-62.3% |