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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 | $36,503 | $48,076-24.1% | $78,693-53.6% | $62,891-42.0% |
| Participation rate | 87.9% | 65.2%+22.7pp | 73.6%+14.3pp | 69.3%+18.6pp |
| Annual return | 4.16% | 31.35%-27.2pp | 62.18%-58.0pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,711 | $2,015-15.1% | $2,850-40.0% | $2,281-25.0% |
| Participant deferral / active EE | $1,713 | $2,588-33.8% | $3,517-51.3% | $3,203-46.5% |
| Admin fee / account holder | $962 | $3,207-70.0% | $4,511-78.7% | $4,296-77.6% |