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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 | $30,667 | $76,407-59.9% | $150,298-79.6% | $82,448-62.8% |
| Participation rate | 90.7% | 66.4%+24.3pp | 77.8%+12.9pp | 68.1%+22.6pp |
| Annual return | 12.63% | 39.99%-27.4pp | 62.79%-50.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,203 | $2,614-15.7% | $4,154-47.0% | $2,551-13.6% |
| Participant deferral / active EE | $1,184 | $3,214-63.2% | $5,453-78.3% | $4,139-71.4% |
| Admin fee / account holder | $5,815 | $6,352-8.5% | $14,116-58.8% | $7,234-19.6% |