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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 | $84,953-12.7% | $163,379-54.6% | $82,637-10.2% |
| Participation rate | 88.6% | 65.9%+22.7pp | 76.8%+11.8pp | 68.1%+20.6pp |
| Annual return | 10.68% | 23.07%-12.4pp | 63.41%-52.7pp | 53.51%-42.8pp |
| Employer contribution / active EE | $1,694 | $2,183-22.4% | $3,752-54.9% | $2,552-33.6% |
| Participant deferral / active EE | $2,787 | $4,326-35.6% | $6,282-55.6% | $4,126-32.5% |
| Admin fee / account holder | $1,209 | $7,921-84.7% | $9,818-87.7% | $7,339-83.5% |