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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 | $39,353 | $67,602-41.8% | $82,312-52.2% | $70,126-43.9% |
| Participation rate | 98.1% | 72.8%+25.3pp | 76.9%+21.2pp | 69.5%+28.5pp |
| Annual return | 11.70% | 21.57%-9.9pp | 25.88%-14.2pp | 73.15%-61.4pp |
| Employer contribution / active EE | $9,615 | $1,755+447.9% | $2,428+296.0% | $2,343+310.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,036 | $4,512-77.0% | $5,608-81.5% | $4,645-77.7% |