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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 | $38,452 | $78,423-51.0% | $95,964-59.9% | $79,856-51.8% |
| Participation rate | 93.3% | 73.5%+19.8pp | 77.1%+16.2pp | 69.6%+23.7pp |
| Annual return | 7.39% | 19.37%-12.0pp | 91.64%-84.3pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,767 | $1,945-9.2% | $2,541-30.5% | $2,471-28.5% |
| Participant deferral / active EE | $1,907 | $3,440-44.6% | $4,167-54.2% | $3,741-49.0% |
| Admin fee / account holder | $15,239 | $5,622+171.1% | $6,797+124.2% | $5,306+187.2% |