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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 | $40,406 | $84,236-52.0% | $170,435-76.3% | $70,126-42.4% |
| Participation rate | 94.4% | 70.8%+23.6pp | 83.6%+10.8pp | 69.5%+24.9pp |
| Annual return | 8.53% | 23.06%-14.5pp | 205.94%-197.4pp | 73.15%-64.6pp |
| Employer contribution / active EE | $1,477 | $3,387-56.4% | $5,432-72.8% | $2,343-36.9% |
| Participant deferral / active EE | $3,165 | $3,086+2.6% | $4,939-35.9% | $3,332-5.0% |
| Admin fee / account holder | $10,024 | $5,698+75.9% | $13,881-27.8% | $4,645+115.8% |