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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 | $35,270 | $91,559-61.5% | $133,978-73.7% | $79,856-55.8% |
| Participation rate | 97.9% | 73.3%+24.5pp | 79.8%+18.0pp | 69.6%+28.2pp |
| Annual return | 1.03% | 61.85%-60.8pp | 45.10%-44.1pp | 31.71%-30.7pp |
| Employer contribution / active EE | $2,860 | $2,384+20.0% | $3,919-27.0% | $2,471+15.7% |
| Participant deferral / active EE | $2,723 | $3,734-27.1% | $5,047-46.1% | $3,741-27.2% |
| Admin fee / account holder | $6,915 | $6,321+9.4% | $8,930-22.6% | $5,306+30.3% |