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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 | $28,155 | $54,763-48.6% | $90,324-68.8% | $72,976-61.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 13.80% | 30.63%-16.8pp | 78.15%-64.4pp | 81.02%-67.2pp |
| Employer contribution / active EE | $1,417 | $2,093-32.3% | $2,856-50.4% | $2,440-41.9% |
| Participant deferral / active EE | $1,672 | $2,887-42.1% | $3,885-57.0% | $3,608-53.7% |
| Admin fee / account holder | $3,335 | $3,973-16.1% | $5,356-37.7% | $5,124-34.9% |