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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 | $32,400 | $81,276-60.1% | $155,574-79.2% | $80,925-60.0% |
| Participation rate | 95.1% | 66.2%+28.9pp | 78.2%+16.9pp | 67.7%+27.5pp |
| Annual return | 8.95% | 33.36%-24.4pp | 64.87%-55.9pp | 35.65%-26.7pp |
| Employer contribution / active EE | $1,268 | $3,103-59.1% | $4,676-72.9% | $2,756-54.0% |
| Participant deferral / active EE | $1,563 | $3,453-54.7% | $5,629-72.2% | $4,299-63.6% |
| Admin fee / account holder | $2,709 | $7,993-66.1% | $15,914-83.0% | $6,940-61.0% |