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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 | $41,603 | $77,814-46.5% | $158,223-73.7% | $86,983-52.2% |
| Participation rate | 79.2% | 68.4%+10.8pp | 79.2%0pp | 69.5%+9.6pp |
| Annual return | 11.01% | 30.54%-19.5pp | 52.09%-41.1pp | 25.83%-14.8pp |
| Employer contribution / active EE | $2,004 | $2,592-22.7% | $4,109-51.2% | $2,584-22.5% |
| Participant deferral / active EE | $3,881 | $3,270+18.7% | $5,467-29.0% | $4,194-7.5% |
| Admin fee / account holder | $1,743 | $5,879-70.4% | $16,047-89.1% | $7,856-77.8% |