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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 | $22,434 | $54,757-59.0% | $90,300-75.2% | $72,983-69.3% |
| Participation rate | 89.1% | 65.1%+23.9pp | 73.3%+15.8pp | 69.5%+19.6pp |
| Annual return | 15.83% | 30.63%-14.8pp | 78.11%-62.3pp | 81.01%-65.2pp |
| Employer contribution / active EE | $1,231 | $2,092-41.2% | $2,854-56.9% | $2,440-49.5% |
| Participant deferral / active EE | $2,812 | $2,887-2.6% | $3,884-27.6% | $3,608-22.0% |
| Admin fee / account holder | $2,214 | $3,972-44.3% | $5,353-58.6% | $5,124-56.8% |