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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 | $25,355 | $99,345-74.5% | $84,753-70.1% | $273,972-90.7% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 1.18% | 22.93%-21.7pp | 22.78%-21.6pp | 41.46%-40.3pp |
| Employer contribution / active EE | $1,267 | $4,214-69.9% | $3,574-64.6% | $4,869-74.0% |
| Participant deferral / active EE | $1,367 | $4,270-68.0% | $3,712-63.2% | $5,287-74.1% |
| Admin fee / account holder | $3,264 | $6,645-50.9% | $5,333-38.8% | $10,133-67.8% |