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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 | $82,505 | $181,896-54.6% | $156,551-47.3% | $273,972-69.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 2.35% | 30.74%-28.4pp | 32.23%-29.9pp | 41.46%-39.1pp |
| Employer contribution / active EE | $1,498 | $6,248-76.0% | $5,501-72.8% | $4,869-69.2% |
| Participant deferral / active EE | $9,527 | $5,550+71.7% | $4,871+95.6% | $5,287+80.2% |
| Admin fee / account holder | $1,082 | $15,560-93.0% | $13,028-91.7% | $10,133-89.3% |