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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 | $30,729 | $52,580-41.6% | $71,671-57.1% | $70,126-56.2% |
| Participation rate | 88.2% | 60.9%+27.4pp | 68.7%+19.5pp | 69.5%+18.7pp |
| Annual return | 10.10% | 20.25%-10.2pp | 20.65%-10.6pp | 73.15%-63.1pp |
| Employer contribution / active EE | $1,503 | $1,616-7.0% | $2,460-38.9% | $2,343-35.9% |
| Participant deferral / active EE | $2,065 | $2,386-13.4% | $3,438-39.9% | $3,332-38.0% |
| Admin fee / account holder | $1,633 | $3,653-55.3% | $5,558-70.6% | $4,645-64.8% |