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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 | $91,086-57.2% | $203,872-80.9% | $86,983-55.2% |
| Participation rate | 93.5% | 65.8%+27.7pp | 77.8%+15.7pp | 69.5%+24.0pp |
| Annual return | 10.02% | 22.30%-12.3pp | 85.11%-75.1pp | 25.83%-15.8pp |
| Employer contribution / active EE | $1,141 | $2,063-44.7% | $3,757-69.6% | $2,584-55.8% |
| Participant deferral / active EE | $1,563 | $4,019-61.1% | $6,388-75.5% | $4,194-62.7% |
| Admin fee / account holder | $1,362 | $8,987-84.8% | $11,730-88.4% | $7,856-82.7% |