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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 | $74,187 | $90,400-17.9% | $186,193-60.2% | $87,485-15.2% |
| Participation rate | 88.6% | 66.2%+22.4pp | 77.1%+11.5pp | 68.9%+19.7pp |
| Annual return | 10.68% | 22.15%-11.5pp | 78.03%-67.4pp | 26.06%-15.4pp |
| Employer contribution / active EE | $1,694 | $2,170-21.9% | $3,918-56.8% | $2,596-34.8% |
| Participant deferral / active EE | $2,787 | $4,330-35.6% | $6,513-57.2% | $4,274-34.8% |
| Admin fee / account holder | $1,209 | $8,673-86.1% | $11,058-89.1% | $7,775-84.4% |