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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 | $38,985 | $77,920-50.0% | $149,723-74.0% | $75,177-48.1% |
| Participation rate | 92.9% | 65.6%+27.3pp | 78.8%+14.1pp | 67.2%+25.7pp |
| Annual return | 10.69% | 31.72%-21.0pp | 134.50%-123.8pp | 160.75%-150.1pp |
| Employer contribution / active EE | $2,724 | $3,138-13.2% | $4,821-43.5% | $2,671+2.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,033 | $5,951-49.0% | $13,215-77.0% | $5,651-46.3% |