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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 | $37,422 | $93,345-59.9% | $119,126-68.6% | $87,485-57.2% |
| Participation rate | 73.3% | 68.7%+4.6pp | 75.8%-2.4pp | 68.9%+4.4pp |
| Annual return | 1.93% | 19.08%-17.2pp | 282.11%-280.2pp | 26.06%-24.1pp |
| Employer contribution / active EE | $2,198 | $3,172-30.7% | $4,034-45.5% | $2,596-15.4% |
| Participant deferral / active EE | $3,701 | $4,099-9.7% | $5,318-30.4% | $4,274-13.4% |
| Admin fee / account holder | $3,858 | $8,039-52.0% | $10,693-63.9% | $7,775-50.4% |