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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 | $26,766 | $63,845-58.1% | $81,370-67.1% | $80,959-66.9% |
| Participation rate | 98.0% | 63.9%+34.1pp | 69.5%+28.4pp | 67.7%+30.3pp |
| Annual return | 8.85% | 16.37%-7.5pp | 24.85%-16.0pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,873 | $1,980-5.4% | $2,464-24.0% | $2,757-32.1% |
| Participant deferral / active EE | $1,736 | $3,093-43.9% | $3,885-55.3% | $4,300-59.6% |
| Admin fee / account holder | $4,204 | $5,688-26.1% | $5,749-26.9% | $6,925-39.3% |