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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 | $34,823 | $54,757-36.4% | $90,304-61.4% | $72,975-52.3% |
| Participation rate | 70.3% | 65.2%+5.1pp | 73.3%-3.0pp | 69.5%+0.8pp |
| Annual return | 3.94% | 30.63%-26.7pp | 78.13%-74.2pp | 81.01%-77.1pp |
| Employer contribution / active EE | $566 | $2,093-73.0% | $2,855-80.2% | $2,440-76.8% |
| Participant deferral / active EE | $1,713 | $2,887-40.7% | $3,885-55.9% | $3,608-52.5% |
| Admin fee / account holder | $8,821 | $3,973+122.0% | $5,354+64.8% | $5,124+72.1% |