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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 | $23,439 | $55,713-57.9% | $75,901-69.1% | $72,975-67.9% |
| Participation rate | 90.0% | 61.1%+28.9pp | 69.3%+20.7pp | 69.5%+20.5pp |
| Annual return | 8.25% | 27.60%-19.3pp | 30.76%-22.5pp | 81.01%-72.8pp |
| Employer contribution / active EE | $1,125 | $1,687-33.3% | $2,501-55.0% | $2,440-53.9% |
| Participant deferral / active EE | $1,172 | $2,634-55.5% | $3,603-67.5% | $3,608-67.5% |
| Admin fee / account holder | $11,660 | $3,980+192.9% | $5,420+115.1% | $5,124+127.6% |