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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 | $36,260 | $81,358-55.4% | $155,556-76.7% | $80,959-55.2% |
| Participation rate | 91.9% | 66.3%+25.6pp | 78.2%+13.6pp | 67.7%+24.2pp |
| Annual return | 5.26% | 33.39%-28.1pp | 64.84%-59.6pp | 35.67%-30.4pp |
| Employer contribution / active EE | $1,641 | $3,106-47.2% | $4,675-64.9% | $2,757-40.5% |
| Participant deferral / active EE | $2,502 | $3,455-27.6% | $5,631-55.6% | $4,300-41.8% |
| Admin fee / account holder | $717 | $7,994-91.0% | $15,885-95.5% | $6,925-89.6% |