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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 | $41,634 | $51,631-19.4% | $129,397-67.8% | $80,925-48.6% |
| Participation rate | 95.0% | 56.9%+38.1pp | 69.6%+25.4pp | 67.7%+27.3pp |
| Annual return | 10.99% | 20.77%-9.8pp | 9453.98%-9443.0pp | 35.65%-24.7pp |
| Employer contribution / active EE | $2,862 | $1,583+80.8% | $4,154-31.1% | $2,756+3.8% |
| Participant deferral / active EE | $2,169 | $2,670-18.7% | $4,167-47.9% | $4,299-49.5% |
| Admin fee / account holder | $7,029 | $4,309+63.1% | $7,679-8.5% | $6,940+1.3% |