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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 | $28,110 | $54,763-48.7% | $90,324-68.9% | $72,976-61.5% |
| Participation rate | 93.9% | 65.2%+28.8pp | 73.3%+20.7pp | 69.5%+24.5pp |
| Annual return | 5.23% | 30.63%-25.4pp | 78.15%-72.9pp | 81.02%-75.8pp |
| Employer contribution / active EE | $2,399 | $2,093+14.6% | $2,856-16.0% | $2,440-1.7% |
| Participant deferral / active EE | $3,006 | $2,887+4.1% | $3,885-22.6% | $3,608-16.7% |
| Admin fee / account holder | $6,095 | $3,973+53.4% | $5,356+13.8% | $5,124+18.9% |