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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 | $31,792 | $54,763-41.9% | $90,324-64.8% | $72,976-56.4% |
| Participation rate | 96.8% | 65.2%+31.6pp | 73.3%+23.5pp | 69.5%+27.3pp |
| Annual return | 2.43% | 30.63%-28.2pp | 78.15%-75.7pp | 81.02%-78.6pp |
| Employer contribution / active EE | $1,518 | $2,093-27.5% | $2,856-46.8% | $2,440-37.8% |
| Participant deferral / active EE | $2,272 | $2,887-21.3% | $3,885-41.5% | $3,608-37.0% |
| Admin fee / account holder | $950 | $3,973-76.1% | $5,356-82.3% | $5,124-81.5% |