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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 | $41,233 | $64,359-35.9% | $90,161-54.3% | $70,126-41.2% |
| Participation rate | 89.1% | 70.4%+18.7pp | 76.9%+12.3pp | 69.5%+19.6pp |
| Annual return | 13.19% | 28.13%-14.9pp | 34.89%-21.7pp | 73.15%-60.0pp |
| Employer contribution / active EE | $1,812 | $2,046-11.4% | $3,318-45.4% | $2,343-22.6% |
| Participant deferral / active EE | $2,547 | $4,389-42.0% | $5,287-51.8% | $3,332-23.6% |
| Admin fee / account holder | $328 | $3,945-91.7% | $5,943-94.5% | $4,645-92.9% |