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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 | $24,577 | $81,276-69.8% | $155,574-84.2% | $80,925-69.6% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 9.75% | 33.36%-23.6pp | 64.87%-55.1pp | 35.65%-25.9pp |
| Employer contribution / active EE | $1,711 | $3,103-44.9% | $4,676-63.4% | $2,756-37.9% |
| Participant deferral / active EE | $1,874 | $3,453-45.7% | $5,629-66.7% | $4,299-56.4% |
| Admin fee / account holder | $2,375 | $7,993-70.3% | $15,914-85.1% | $6,940-65.8% |