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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 | $35,966 | $54,763-34.3% | $90,324-60.2% | $72,976-50.7% |
| Participation rate | 94.9% | 65.2%+29.7pp | 73.3%+21.6pp | 69.5%+25.4pp |
| Annual return | 8.73% | 30.63%-21.9pp | 78.15%-69.4pp | 81.02%-72.3pp |
| Employer contribution / active EE | $1,993 | $2,093-4.8% | $2,856-30.2% | $2,440-18.3% |
| Participant deferral / active EE | $1,850 | $2,887-35.9% | $3,885-52.4% | $3,608-48.7% |
| Admin fee / account holder | $7,122 | $3,973+79.2% | $5,356+33.0% | $5,124+39.0% |