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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 | $18,179 | $69,444-73.8% | $92,985-80.4% | $87,485-79.2% |
| Participation rate | 76.4% | 63.3%+13.1pp | 69.5%+6.9pp | 68.9%+7.4pp |
| Annual return | 8.27% | 23.85%-15.6pp | 27.99%-19.7pp | 26.06%-17.8pp |
| Employer contribution / active EE | $2,459 | $1,917+28.3% | $2,662-7.6% | $2,596-5.3% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,933 | $6,137-52.2% | $9,463-69.0% | $7,775-62.3% |