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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 | $26,684 | $78,690-66.1% | $161,489-83.5% | $87,485-69.5% |
| Participation rate | 97.3% | 67.5%+29.8pp | 78.7%+18.6pp | 68.9%+28.3pp |
| Annual return | 10.61% | 32.74%-22.1pp | 89.72%-79.1pp | 26.06%-15.4pp |
| Employer contribution / active EE | $2,137 | $2,588-17.4% | $4,268-49.9% | $2,596-17.7% |
| Participant deferral / active EE | $2,726 | $3,311-17.7% | $5,630-51.6% | $4,274-36.2% |
| Admin fee / account holder | $3,921 | $6,724-41.7% | $16,006-75.5% | $7,775-49.6% |