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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 | $20,538 | $81,276-74.7% | $155,574-86.8% | $80,925-74.6% |
| Participation rate | 89.3% | 66.2%+23.0pp | 78.2%+11.1pp | 67.7%+21.6pp |
| Annual return | 7.82% | 33.36%-25.5pp | 64.87%-57.0pp | 35.65%-27.8pp |
| Employer contribution / active EE | $1,614 | $3,103-48.0% | $4,676-65.5% | $2,756-41.4% |
| Participant deferral / active EE | $1,676 | $3,453-51.5% | $5,629-70.2% | $4,299-61.0% |
| Admin fee / account holder | $847 | $7,993-89.4% | $15,914-94.7% | $6,940-87.8% |