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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 | $35,375 | $58,523-39.6% | $99,470-64.4% | $72,983-51.5% |
| Participation rate | 97.6% | 64.6%+32.9pp | 73.8%+23.7pp | 69.5%+28.1pp |
| Annual return | 7.10% | 28.51%-21.4pp | 30.72%-23.6pp | 81.01%-73.9pp |
| Employer contribution / active EE | $1,947 | $1,512+28.8% | $2,540-23.3% | $2,440-20.2% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,618 | $4,102-36.2% | $6,252-58.1% | $5,124-48.9% |