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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 | $21,849 | $77,908-72.0% | $149,696-85.4% | $75,173-70.9% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.3pp |
| Annual return | 13.03% | 31.73%-18.7pp | 134.46%-121.4pp | 160.72%-147.7pp |
| Employer contribution / active EE | $2,422 | $3,138-22.8% | $4,821-49.8% | $2,671-9.3% |
| Participant deferral / active EE | $1,564 | $3,411-54.2% | $5,682-72.5% | $4,126-62.1% |
| Admin fee / account holder | $891 | $5,950-85.0% | $13,212-93.3% | $5,651-84.2% |