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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 | $55,789 | $71,215-21.7% | $93,696-40.5% | $80,935-31.1% |
| Participation rate | 97.1% | 60.4%+36.7pp | 68.7%+28.3pp | 67.7%+29.4pp |
| Annual return | 8.59% | 11.27%-2.7pp | 133.74%-125.2pp | 35.66%-27.1pp |
| Employer contribution / active EE | $1,436 | $1,565-8.2% | $2,422-40.7% | $2,757-47.9% |
| Participant deferral / active EE | $3,495 | $4,037-13.4% | $4,417-20.9% | $4,299-18.7% |
| Admin fee / account holder | $36,403 | $6,958+423.2% | $8,287+339.3% | $6,924+425.7% |