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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 | $32,377 | $76,407-57.6% | $150,298-78.5% | $82,448-60.7% |
| Participation rate | 84.8% | 66.4%+18.5pp | 77.8%+7.1pp | 68.1%+16.8pp |
| Annual return | 10.97% | 39.99%-29.0pp | 62.79%-51.8pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,518 | $2,614-41.9% | $4,154-63.4% | $2,551-40.5% |
| Participant deferral / active EE | $2,274 | $3,214-29.3% | $5,453-58.3% | $4,139-45.1% |
| Admin fee / account holder | $909 | $6,352-85.7% | $14,116-93.6% | $7,234-87.4% |