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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 | $22,308 | $91,198-75.5% | $178,503-87.5% | $79,856-72.1% |
| Participation rate | 91.2% | 69.2%+22.0pp | 81.9%+9.2pp | 69.6%+21.5pp |
| Annual return | 7.34% | 24.20%-16.9pp | 151.12%-143.8pp | 31.71%-24.4pp |
| Employer contribution / active EE | $1,713 | $3,257-47.4% | $5,011-65.8% | $2,471-30.7% |
| Participant deferral / active EE | $2,273 | $3,237-29.8% | $5,202-56.3% | $3,741-39.2% |
| Admin fee / account holder | $1,294 | $6,748-80.8% | $13,987-90.7% | $5,306-75.6% |