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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 | $30,921 | $45,043-31.4% | $63,005-50.9% | $70,124-55.9% |
| Participation rate | 97.1% | 69.5%+27.5pp | 74.8%+22.2pp | 69.5%+27.5pp |
| Annual return | 10.82% | 18.76%-7.9pp | 87.59%-76.8pp | 73.14%-62.3pp |
| Employer contribution / active EE | $3,046 | $2,052+48.4% | $2,760+10.4% | $2,342+30.0% |
| Participant deferral / active EE | $2,353 | $2,466-4.6% | $3,329-29.3% | $3,332-29.4% |
| Admin fee / account holder | $3,573 | $2,833+26.1% | $3,599-0.7% | $4,645-23.1% |