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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 | $33,693 | $77,920-56.8% | $149,723-77.5% | $75,177-55.2% |
| Participation rate | 98.0% | 65.6%+32.4pp | 78.8%+19.2pp | 67.2%+30.8pp |
| Annual return | 9.29% | 31.72%-22.4pp | 134.50%-125.2pp | 160.75%-151.5pp |
| Employer contribution / active EE | $2,193 | $3,138-30.1% | $4,821-54.5% | $2,671-17.9% |
| Participant deferral / active EE | $1,476 | $3,411-56.7% | $5,682-74.0% | $4,126-64.2% |
| Admin fee / account holder | $2,412 | $5,951-59.5% | $13,215-81.7% | $5,651-57.3% |