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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 | $33,501 | $83,485-59.9% | $125,192-73.2% | $72,975-54.1% |
| Participation rate | 77.0% | 73.3%+3.7pp | 79.8%-2.7pp | 69.5%+7.6pp |
| Annual return | 16.24% | 25.77%-9.5pp | 43.79%-27.6pp | 81.01%-64.8pp |
| Employer contribution / active EE | $1,141 | $2,346-51.4% | $3,866-70.5% | $2,440-53.3% |
| Participant deferral / active EE | $3,405 | $3,586-5.0% | $4,937-31.0% | $3,608-5.6% |
| Admin fee / account holder | $760 | $5,518-86.2% | $9,704-92.2% | $5,124-85.2% |