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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 | $38,415 | $106,749-64.0% | $145,433-73.6% | $82,448-53.4% |
| Participation rate | 81.4% | 75.6%+5.7pp | 82.1%-0.7pp | 68.1%+13.3pp |
| Annual return | 14.17% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,247 | $3,444-34.8% | $4,554-50.7% | $2,551-11.9% |
| Participant deferral / active EE | $4,065 | $6,519-37.6% | $7,897-48.5% | $4,139-1.8% |
| Admin fee / account holder | $2,041 | $8,390-75.7% | $13,129-84.5% | $7,234-71.8% |