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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 | $22,509 | $41,377-45.6% | $109,313-79.4% | $62,881-64.2% |
| Participation rate | 88.6% | 57.5%+31.0pp | 71.3%+17.3pp | 69.3%+19.3pp |
| Annual return | 4.62% | 11.05%-6.4pp | 22.07%-17.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,520 | $1,276+19.1% | $3,892-60.9% | $2,281-33.4% |
| Participant deferral / active EE | $1,849 | $2,045-9.6% | $3,166-41.6% | $3,203-42.3% |
| Admin fee / account holder | $1,296 | $2,884-55.1% | $5,666-77.1% | $4,296-69.8% |