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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 | $33,132 | $51,638-35.8% | $68,368-51.5% | $82,448-59.8% |
| Participation rate | 91.4% | 63.6%+27.8pp | 73.8%+17.6pp | 68.1%+23.3pp |
| Annual return | 11.20% | 37.53%-26.3pp | 292.57%-281.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,181 | $2,047-42.3% | $2,649-55.4% | $2,551-53.7% |
| Participant deferral / active EE | $3,432 | $2,914+17.8% | $4,123-16.8% | $4,139-17.1% |
| Admin fee / account holder | $6,855 | $4,643+47.6% | $5,150+33.1% | $7,234-5.2% |