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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 | $39,916 | $56,116-28.9% | $135,768-70.6% | $86,983-54.1% |
| Participation rate | 96.8% | 60.1%+36.6pp | 71.1%+25.7pp | 69.5%+27.2pp |
| Annual return | 4.14% | 125.33%-121.2pp | 526.10%-522.0pp | 25.83%-21.7pp |
| Employer contribution / active EE | $1,148 | $1,528-24.9% | $3,394-66.2% | $2,584-55.6% |
| Participant deferral / active EE | $2,700 | $2,690+0.4% | $3,977-32.1% | $4,194-35.6% |
| Admin fee / account holder | $1,568 | $4,314-63.7% | $7,048-77.8% | $7,856-80.0% |