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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 | $11,917 | $58,057-79.5% | $97,032-87.7% | $86,983-86.3% |
| Participation rate | 97.9% | 60.4%+37.6pp | 71.6%+26.4pp | 69.5%+28.4pp |
| Annual return | 12.65% | 22.26%-9.6pp | 35.38%-22.7pp | 25.83%-13.2pp |
| Employer contribution / active EE | $1,229 | $1,663-26.1% | $2,629-53.2% | $2,584-52.4% |
| Participant deferral / active EE | $4,084 | $3,244+25.9% | $4,672-12.6% | $4,194-2.6% |
| Admin fee / account holder | $1,804 | $4,839-62.7% | $9,418-80.8% | $7,856-77.0% |