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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 | $56,021 | $69,977-19.9% | $108,582-48.4% | $62,881-10.9% |
| Participation rate | 86.0% | 72.9%+13.2pp | 79.6%+6.5pp | 69.3%+16.7pp |
| Annual return | 4.18% | 10.73%-6.5pp | -51.70%+55.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,596 | $2,135-25.3% | $3,758-57.5% | $2,281-30.0% |
| Participant deferral / active EE | $2,471 | $3,165-21.9% | $4,311-42.7% | $3,203-22.9% |
| Admin fee / account holder | $3,744 | $5,076-26.2% | $7,645-51.0% | $4,296-12.8% |