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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 | $35,355 | $51,638-31.5% | $68,368-48.3% | $82,448-57.1% |
| Participation rate | 88.0% | 63.6%+24.4pp | 73.8%+14.2pp | 68.1%+19.9pp |
| Annual return | 9.46% | 37.53%-28.1pp | 292.57%-283.1pp | 41.64%-32.2pp |
| Employer contribution / active EE | $1,738 | $2,047-15.1% | $2,649-34.4% | $2,551-31.9% |
| Participant deferral / active EE | $2,011 | $2,914-31.0% | $4,123-51.2% | $4,139-51.4% |
| Admin fee / account holder | $1,867 | $4,643-59.8% | $5,150-63.7% | $7,234-74.2% |