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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 | $31,088 | $81,331-61.8% | $155,534-80.0% | $80,935-61.6% |
| Participation rate | 96.4% | 66.3%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 7.06% | 33.37%-26.3pp | 64.92%-57.9pp | 35.66%-28.6pp |
| Employer contribution / active EE | $2,594 | $3,105-16.5% | $4,675-44.5% | $2,757-5.9% |
| Participant deferral / active EE | $1,589 | $3,454-54.0% | $5,630-71.8% | $4,299-63.0% |
| Admin fee / account holder | $2,271 | $7,999-71.6% | $15,900-85.7% | $6,924-67.2% |