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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 | $57,590-79.3% | $86,233-86.2% | $82,448-85.5% |
| Participation rate | 97.9% | 57.9%+40.1pp | 69.0%+28.9pp | 68.1%+29.8pp |
| Annual return | 12.65% | 22.41%-9.8pp | 61.39%-48.7pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,229 | $1,655-25.7% | $2,504-50.9% | $2,551-51.8% |
| Participant deferral / active EE | $4,084 | $3,080+32.6% | $4,559-10.4% | $4,139-1.3% |
| Admin fee / account holder | $1,804 | $4,730-61.9% | $8,342-78.4% | $7,234-75.1% |