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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 | $35,544 | $58,493-39.2% | $84,023-57.7% | $72,976-51.3% |
| Participation rate | 94.8% | 61.2%+33.6pp | 69.0%+25.8pp | 69.5%+25.3pp |
| Annual return | 11.79% | 28.93%-17.1pp | 71.32%-59.5pp | 81.02%-69.2pp |
| Employer contribution / active EE | $862 | $1,163-25.9% | $1,984-56.5% | $2,440-64.7% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $11,179 | $4,569+144.7% | $6,102+83.2% | $5,124+118.2% |