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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 | $38,673 | $76,407-49.4% | $150,298-74.3% | $82,448-53.1% |
| Participation rate | 73.1% | 66.4%+6.7pp | 77.8%-4.7pp | 68.1%+5.0pp |
| Annual return | 12.78% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $660 | $2,614-74.8% | $4,154-84.1% | $2,551-74.1% |
| Participant deferral / active EE | $2,268 | $3,214-29.5% | $5,453-58.4% | $4,139-45.2% |
| Admin fee / account holder | $5,398 | $6,352-15.0% | $14,116-61.8% | $7,234-25.4% |