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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 | $27,929 | $77,638-64.0% | $156,551-82.2% | $62,881-55.6% |
| Participation rate | 93.0% | 71.2%+21.8pp | 84.0%+9.0pp | 69.3%+23.7pp |
| Annual return | 4.54% | 50.33%-45.8pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,152 | $3,444-66.5% | $5,501-79.1% | $2,281-49.5% |
| Participant deferral / active EE | $3,748 | $3,046+23.1% | $4,871-23.0% | $3,203+17.0% |
| Admin fee / account holder | $2,640 | $5,561-52.5% | $13,028-79.7% | $4,296-38.5% |