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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 | $40,322 | $54,763-26.4% | $90,324-55.4% | $72,976-44.7% |
| Participation rate | 92.5% | 65.2%+27.3pp | 73.3%+19.2pp | 69.5%+23.0pp |
| Annual return | 14.97% | 30.63%-15.7pp | 78.15%-63.2pp | 81.02%-66.0pp |
| Employer contribution / active EE | $7,028 | $2,093+235.7% | $2,856+146.1% | $2,440+188.0% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,453 | $3,973-38.3% | $5,356-54.2% | $5,124-52.1% |