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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 | $37,993 | $63,845-40.5% | $81,370-53.3% | $80,959-53.1% |
| Participation rate | 96.7% | 63.9%+32.9pp | 69.5%+27.2pp | 67.7%+29.1pp |
| Annual return | 7.59% | 16.37%-8.8pp | 24.85%-17.3pp | 35.67%-28.1pp |
| Employer contribution / active EE | $3,829 | $1,980+93.4% | $2,464+55.4% | $2,757+38.9% |
| Participant deferral / active EE | $1,051 | $3,093-66.0% | $3,885-72.9% | $4,300-75.6% |
| Admin fee / account holder | $4,002 | $5,688-29.6% | $5,749-30.4% | $6,925-42.2% |