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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 | $76,407-69.8% | $150,298-84.7% | $82,448-72.0% |
| Participation rate | 96.3% | 66.4%+29.9pp | 77.8%+18.5pp | 68.1%+28.2pp |
| Annual return | 8.62% | 39.99%-31.4pp | 62.79%-54.2pp | 41.64%-33.0pp |
| Employer contribution / active EE | $2,994 | $2,614+14.5% | $4,154-27.9% | $2,551+17.4% |
| Participant deferral / active EE | $1,475 | $3,214-54.1% | $5,453-73.0% | $4,139-64.4% |
| Admin fee / account holder | $6,722 | $6,352+5.8% | $14,116-52.4% | $7,234-7.1% |