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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 | $34,825 | $48,337-28.0% | $67,560-48.5% | $80,959-57.0% |
| Participation rate | 93.9% | 66.4%+27.5pp | 72.9%+21.0pp | 67.7%+26.2pp |
| Annual return | 11.05% | 18.26%-7.2pp | 3533.50%-3522.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $2,664 | $2,023+31.7% | $2,737-2.7% | $2,757-3.4% |
| Participant deferral / active EE | $3,664 | $2,928+25.1% | $4,004-8.5% | $4,300-14.8% |
| Admin fee / account holder | $4,095 | $3,695+10.8% | $3,994+2.5% | $6,925-40.9% |