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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 | $38,169 | $114,712-66.7% | $173,730-78.0% | $87,485-56.4% |
| Participation rate | 80.9% | 73.0%+7.9pp | 79.6%+1.3pp | 68.9%+11.9pp |
| Annual return | 7.70% | 20.18%-12.5pp | 19.96%-12.3pp | 26.06%-18.4pp |
| Employer contribution / active EE | $2,710 | $2,904-6.7% | $4,577-40.8% | $2,596+4.4% |
| Participant deferral / active EE | $5,683 | $4,642+22.4% | $6,326-10.2% | $4,274+33.0% |
| Admin fee / account holder | $33,547 | $10,210+228.6% | $17,523+91.4% | $7,775+331.5% |