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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 | $20,627 | $76,407-73.0% | $150,298-86.3% | $82,448-75.0% |
| Participation rate | 97.7% | 66.4%+31.3pp | 77.8%+20.0pp | 68.1%+29.7pp |
| Annual return | 12.25% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,444 | $2,614-44.7% | $4,154-65.2% | $2,551-43.4% |
| Participant deferral / active EE | $3,329 | $3,214+3.6% | $5,453-39.0% | $4,139-19.6% |
| Admin fee / account holder | $1,782 | $6,352-71.9% | $14,116-87.4% | $7,234-75.4% |