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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 | $35,694 | $102,422-65.2% | $147,117-75.7% | $80,959-55.9% |
| Participation rate | 78.4% | 75.9%+2.6pp | 82.2%-3.8pp | 67.7%+10.8pp |
| Annual return | 11.15% | 135.16%-124.0pp | 420.54%-409.4pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,349 | $3,717-36.8% | $4,932-52.4% | $2,757-14.8% |
| Participant deferral / active EE | $6,079 | $6,652-8.6% | $8,065-24.6% | $4,300+41.4% |
| Admin fee / account holder | $1,623 | $7,953-79.6% | $12,993-87.5% | $6,925-76.6% |