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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 | $27,487 | $84,236-67.4% | $170,435-83.9% | $70,126-60.8% |
| Participation rate | 84.1% | 70.8%+13.2pp | 83.6%+0.5pp | 69.5%+14.5pp |
| Annual return | 11.67% | 23.06%-11.4pp | 205.94%-194.3pp | 73.15%-61.5pp |
| Employer contribution / active EE | $1,976 | $3,387-41.7% | $5,432-63.6% | $2,343-15.6% |
| Participant deferral / active EE | $919 | $3,086-70.2% | $4,939-81.4% | $3,332-72.4% |
| Admin fee / account holder | $5,020 | $5,698-11.9% | $13,881-63.8% | $4,645+8.1% |