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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 | $33,044 | $77,638-57.4% | $156,551-78.9% | $62,881-47.5% |
| Participation rate | 85.3% | 71.2%+14.1pp | 84.0%+1.3pp | 69.3%+16.0pp |
| Annual return | 3.89% | 50.33%-46.4pp | 32.23%-28.3pp | 20.14%-16.3pp |
| Employer contribution / active EE | $3,320 | $3,444-3.6% | $5,501-39.7% | $2,281+45.6% |
| Participant deferral / active EE | $3,516 | $3,046+15.5% | $4,871-27.8% | $3,203+9.8% |
| Admin fee / account holder | $6,741 | $5,561+21.2% | $13,028-48.3% | $4,296+56.9% |