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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 | $63,326 | $81,504-22.3% | $102,437-38.2% | $80,959-21.8% |
| Participation rate | 89.2% | 66.9%+22.3pp | 74.5%+14.7pp | 67.7%+21.5pp |
| Annual return | 10.28% | 25.60%-15.3pp | 24.95%-14.7pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,820 | $3,104-41.4% | $3,871-53.0% | $2,757-34.0% |
| Participant deferral / active EE | $2,421 | $3,871-37.4% | $5,060-52.1% | $4,300-43.7% |
| Admin fee / account holder | $1,141 | $6,719-83.0% | $8,388-86.4% | $6,925-83.5% |