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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 | $95,453-63.5% | $112,040-68.9% | $82,448-57.8% |
| Participation rate | 97.2% | 72.8%+24.5pp | 76.5%+20.7pp | 68.1%+29.2pp |
| Annual return | 12.00% | 23.92%-11.9pp | 24.52%-12.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $2,857 | $2,318+23.3% | $2,954-3.3% | $2,551+12.0% |
| Participant deferral / active EE | $5,236 | $4,224+24.0% | $5,098+2.7% | $4,139+26.5% |
| Admin fee / account holder | $1,916 | $9,013-78.7% | $12,098-84.2% | $7,234-73.5% |