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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 | $31,636 | $54,541-42.0% | $78,778-59.8% | $70,126-54.9% |
| Participation rate | 84.8% | 60.8%+24.0pp | 69.2%+15.7pp | 69.5%+15.3pp |
| Annual return | 8.92% | 21.07%-12.2pp | 35.62%-26.7pp | 73.15%-64.2pp |
| Employer contribution / active EE | $1,082 | $1,089-0.6% | $1,986-45.5% | $2,343-53.8% |
| Participant deferral / active EE | $3,100 | $2,210+40.2% | $2,958+4.8% | $3,332-7.0% |
| Admin fee / account holder | $3,668 | $3,709-1.1% | $5,134-28.5% | $4,645-21.0% |