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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 | $42,275 | $75,541-44.0% | $152,093-72.2% | $82,637-48.8% |
| Participation rate | 97.7% | 66.5%+31.1pp | 77.8%+19.9pp | 68.1%+29.6pp |
| Annual return | 10.70% | 32.56%-21.9pp | 66.36%-55.7pp | 53.51%-42.8pp |
| Employer contribution / active EE | $3,329 | $2,622+27.0% | $4,175-20.3% | $2,552+30.5% |
| Participant deferral / active EE | $1,627 | $3,206-49.3% | $5,451-70.2% | $4,126-60.6% |
| Admin fee / account holder | $4,747 | $6,405-25.9% | $14,497-67.3% | $7,339-35.3% |