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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 | $38,953 | $84,953-54.1% | $163,379-76.2% | $82,637-52.9% |
| Participation rate | 93.5% | 65.9%+27.6pp | 76.8%+16.7pp | 68.1%+25.5pp |
| Annual return | 10.02% | 23.07%-13.1pp | 63.41%-53.4pp | 53.51%-43.5pp |
| Employer contribution / active EE | $1,141 | $2,183-47.7% | $3,752-69.6% | $2,552-55.3% |
| Participant deferral / active EE | $1,563 | $4,326-63.9% | $6,282-75.1% | $4,126-62.1% |
| Admin fee / account holder | $1,362 | $7,921-82.8% | $9,818-86.1% | $7,339-81.4% |