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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 | $35,026 | $91,194-61.6% | $178,486-80.4% | $79,860-56.1% |
| Participation rate | 91.2% | 69.2%+22.0pp | 81.9%+9.3pp | 69.6%+21.5pp |
| Annual return | 9.72% | 24.19%-14.5pp | 151.08%-141.4pp | 31.72%-22.0pp |
| Employer contribution / active EE | $996 | $3,256-69.4% | $5,011-80.1% | $2,471-59.7% |
| Participant deferral / active EE | $1,761 | $3,236-45.6% | $5,202-66.1% | $3,740-52.9% |
| Admin fee / account holder | $1,684 | $6,751-75.1% | $13,985-88.0% | $5,306-68.3% |