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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 | $33,645 | $64,920-48.2% | $103,693-67.6% | $86,983-61.3% |
| Participation rate | 97.8% | 63.6%+34.2pp | 72.6%+25.2pp | 69.5%+28.3pp |
| Annual return | 11.64% | 30.29%-18.7pp | 47.61%-36.0pp | 25.83%-14.2pp |
| Employer contribution / active EE | $2,276 | $2,141+6.3% | $2,920-22.1% | $2,584-11.9% |
| Participant deferral / active EE | $2,263 | $3,241-30.2% | $4,579-50.6% | $4,194-46.0% |
| Admin fee / account holder | $555 | $6,191-91.0% | $7,858-92.9% | $7,856-92.9% |