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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 | $64,920-52.1% | $103,693-70.0% | $86,983-64.2% |
| Participation rate | 89.7% | 63.6%+26.1pp | 72.6%+17.0pp | 69.5%+20.1pp |
| Annual return | 10.49% | 30.29%-19.8pp | 47.61%-37.1pp | 25.83%-15.3pp |
| Employer contribution / active EE | $2,269 | $2,141+6.0% | $2,920-22.3% | $2,584-12.2% |
| Participant deferral / active EE | $955 | $3,241-70.5% | $4,579-79.1% | $4,194-77.2% |
| Admin fee / account holder | $12,710 | $6,191+105.3% | $7,858+61.7% | $7,856+61.8% |