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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 | $31,240 | $91,559-65.9% | $133,978-76.7% | $79,856-60.9% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.6%+1.8pp |
| Annual return | 8.83% | 61.85%-53.0pp | 45.10%-36.3pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,125 | $2,384-52.8% | $3,919-71.3% | $2,471-54.5% |
| Participant deferral / active EE | $2,136 | $3,734-42.8% | $5,047-57.7% | $3,741-42.9% |
| Admin fee / account holder | $1,961 | $6,321-69.0% | $8,930-78.0% | $5,306-63.1% |