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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 | $27,672 | $81,262-65.9% | $155,602-82.2% | $80,911-65.8% |
| Participation rate | 98.6% | 66.2%+32.4pp | 78.2%+20.4pp | 67.6%+31.0pp |
| Annual return | 10.54% | 33.34%-22.8pp | 64.81%-54.3pp | 35.63%-25.1pp |
| Employer contribution / active EE | $2,359 | $3,102-23.9% | $4,675-49.5% | $2,756-14.4% |
| Participant deferral / active EE | $1,756 | $3,451-49.1% | $5,629-68.8% | $4,297-59.1% |
| Admin fee / account holder | $3,485 | $7,992-56.4% | $15,923-78.1% | $6,935-49.7% |