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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 | $22,991 | $69,590-67.0% | $136,867-83.2% | $94,015-75.5% |
| Participation rate | 79.7% | 66.3%+13.4pp | 74.5%+5.2pp | 70.8%+8.9pp |
| Annual return | 7.41% | 19.62%-12.2pp | 42.97%-35.6pp | 17.84%-10.4pp |
| Employer contribution / active EE | $1,915 | $2,396-20.1% | $3,547-46.0% | $2,790-31.4% |
| Participant deferral / active EE | $2,618 | $3,437-23.8% | $4,924-46.8% | $4,249-38.4% |
| Admin fee / account holder | $3,262 | $8,912-63.4% | $10,340-68.5% | $8,951-63.6% |