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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 | $46,830 | $55,713-15.9% | $75,894-38.3% | $72,983-35.8% |
| Participation rate | 74.2% | 61.1%+13.1pp | 69.3%+4.9pp | 69.5%+4.7pp |
| Annual return | 12.62% | 27.60%-15.0pp | 30.76%-18.1pp | 81.01%-68.4pp |
| Employer contribution / active EE | $319 | $1,687-81.1% | $2,501-87.2% | $2,440-86.9% |
| Participant deferral / active EE | $1,267 | $2,634-51.9% | $3,603-64.8% | $3,608-64.9% |
| Admin fee / account holder | $1,586 | $3,980-60.2% | $5,420-70.7% | $5,124-69.1% |