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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 | $23,059 | $77,814-70.4% | $158,223-85.4% | $86,983-73.5% |
| Participation rate | 96.3% | 68.4%+27.9pp | 79.2%+17.1pp | 69.5%+26.8pp |
| Annual return | 8.62% | 30.54%-21.9pp | 52.09%-43.5pp | 25.83%-17.2pp |
| Employer contribution / active EE | $2,994 | $2,592+15.5% | $4,109-27.1% | $2,584+15.8% |
| Participant deferral / active EE | $1,475 | $3,270-54.9% | $5,467-73.0% | $4,194-64.8% |
| Admin fee / account holder | $6,722 | $5,879+14.3% | $16,047-58.1% | $7,856-14.4% |