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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 | $19,612 | $54,757-64.2% | $90,304-78.3% | $72,975-73.1% |
| Participation rate | 85.1% | 65.2%+20.0pp | 73.3%+11.9pp | 69.5%+15.6pp |
| Annual return | 4.88% | 30.63%-25.8pp | 78.13%-73.3pp | 81.01%-76.1pp |
| Employer contribution / active EE | $1,259 | $2,093-39.8% | $2,855-55.9% | $2,440-48.4% |
| Participant deferral / active EE | $1,219 | $2,887-57.8% | $3,885-68.6% | $3,608-66.2% |
| Admin fee / account holder | $9,707 | $3,973+144.3% | $5,354+81.3% | $5,124+89.4% |