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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 | $31,121 | $49,976-37.7% | $66,674-53.3% | $82,637-62.3% |
| Participation rate | 89.7% | 63.1%+26.6pp | 73.7%+16.0pp | 68.1%+21.6pp |
| Annual return | 10.49% | 39.09%-28.6pp | 321.24%-310.7pp | 53.51%-43.0pp |
| Employer contribution / active EE | $2,269 | $1,988+14.1% | $2,620-13.4% | $2,552-11.1% |
| Participant deferral / active EE | $955 | $2,847-66.4% | $4,084-76.6% | $4,126-76.9% |
| Admin fee / account holder | $12,710 | $4,594+176.7% | $5,098+149.3% | $7,339+73.2% |