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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 | $23,059 | $75,541-69.5% | $152,093-84.8% | $82,637-72.1% |
| Participation rate | 96.3% | 66.5%+29.8pp | 77.8%+18.5pp | 68.1%+28.2pp |
| Annual return | 8.62% | 32.56%-23.9pp | 66.36%-57.7pp | 53.51%-44.9pp |
| Employer contribution / active EE | $2,994 | $2,622+14.2% | $4,175-28.3% | $2,552+17.3% |
| Participant deferral / active EE | $1,475 | $3,206-54.0% | $5,451-72.9% | $4,126-64.3% |
| Admin fee / account holder | $6,722 | $6,405+5.0% | $14,497-53.6% | $7,339-8.4% |