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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 | $22,052 | $54,757-59.7% | $90,300-75.6% | $72,983-69.8% |
| Participation rate | 86.0% | 65.1%+20.9pp | 73.3%+12.8pp | 69.5%+16.6pp |
| Annual return | 3.57% | 30.63%-27.1pp | 78.11%-74.5pp | 81.01%-77.4pp |
| Employer contribution / active EE | $1,476 | $2,092-29.5% | $2,854-48.3% | $2,440-39.5% |
| Participant deferral / active EE | $879 | $2,887-69.6% | $3,884-77.4% | $3,608-75.6% |
| Admin fee / account holder | $1,149 | $3,972-71.1% | $5,353-78.5% | $5,124-77.6% |