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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 | $78,690-73.8% | $161,489-87.2% | $87,485-76.4% |
| Participation rate | 97.7% | 67.5%+30.3pp | 78.7%+19.0pp | 68.9%+28.8pp |
| Annual return | 12.25% | 32.74%-20.5pp | 89.72%-77.5pp | 26.06%-13.8pp |
| Employer contribution / active EE | $1,444 | $2,588-44.2% | $4,268-66.2% | $2,596-44.4% |
| Participant deferral / active EE | $3,329 | $3,311+0.5% | $5,630-40.9% | $4,274-22.1% |
| Admin fee / account holder | $1,782 | $6,724-73.5% | $16,006-88.9% | $7,775-77.1% |