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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 | $27,663 | $215,361-87.2% | $171,082-83.8% | $273,972-89.9% |
| Participation rate | 73.7% | 82.0%-8.3pp | 76.7%-3.0pp | 83.0%-9.3pp |
| Annual return | 0.92% | 25.14%-24.2pp | 32.56%-31.6pp | 41.46%-40.5pp |
| Employer contribution / active EE | $1,276 | $4,967-74.3% | $4,002-68.1% | $4,869-73.8% |
| Participant deferral / active EE | $2,008 | $5,543-63.8% | $4,797-58.1% | $5,287-62.0% |
| Admin fee / account holder | $3,088 | $10,846-71.5% | $8,520-63.8% | $10,133-69.5% |