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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 | $30,350 | $81,358-62.7% | $155,556-80.5% | $80,959-62.5% |
| Participation rate | 76.3% | 66.3%+10.1pp | 78.2%-1.9pp | 67.7%+8.6pp |
| Annual return | 6.37% | 33.39%-27.0pp | 64.84%-58.5pp | 35.67%-29.3pp |
| Employer contribution / active EE | $1,545 | $3,106-50.3% | $4,675-67.0% | $2,757-44.0% |
| Participant deferral / active EE | $2,503 | $3,455-27.6% | $5,631-55.6% | $4,300-41.8% |
| Admin fee / account holder | $3,851 | $7,994-51.8% | $15,885-75.8% | $6,925-44.4% |