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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 | $23,859 | $51,638-53.8% | $68,368-65.1% | $82,448-71.1% |
| Participation rate | 89.9% | 63.6%+26.2pp | 73.8%+16.1pp | 68.1%+21.8pp |
| Annual return | 12.71% | 37.53%-24.8pp | 292.57%-279.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,104 | $2,047+2.8% | $2,649-20.6% | $2,551-17.5% |
| Participant deferral / active EE | $1,894 | $2,914-35.0% | $4,123-54.1% | $4,139-54.2% |
| Admin fee / account holder | $3,553 | $4,643-23.5% | $5,150-31.0% | $7,234-50.9% |