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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 | $24,379 | $86,050-71.7% | $189,758-87.2% | $94,015-74.1% |
| Participation rate | 78.0% | 68.9%+9.1pp | 79.8%-1.8pp | 70.8%+7.2pp |
| Annual return | 6.19% | 17.77%-11.6pp | 52.62%-46.4pp | 17.84%-11.7pp |
| Employer contribution / active EE | $5,693 | $2,819+101.9% | $4,767+19.4% | $2,790+104.1% |
| Participant deferral / active EE | $1,943 | $3,349-42.0% | $5,856-66.8% | $4,249-54.3% |
| Admin fee / account holder | $718 | $6,627-89.2% | $20,388-96.5% | $8,951-92.0% |