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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 | $27,820 | $215,361-87.1% | $171,082-83.7% | $273,972-89.8% |
| Participation rate | 90.9% | 82.0%+8.9pp | 76.7%+14.2pp | 83.0%+7.9pp |
| Annual return | 0.37% | 25.14%-24.8pp | 32.56%-32.2pp | 41.46%-41.1pp |
| Employer contribution / active EE | $2,774 | $4,967-44.2% | $4,002-30.7% | $4,869-43.0% |
| Participant deferral / active EE | $1,827 | $5,543-67.0% | $4,797-61.9% | $5,287-65.5% |
| Admin fee / account holder | $4,624 | $10,846-57.4% | $8,520-45.7% | $10,133-54.4% |