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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 | $49,976-29.3% | $66,674-47.0% | $82,637-57.2% |
| Participation rate | 88.0% | 63.1%+24.9pp | 73.7%+14.3pp | 68.1%+19.9pp |
| Annual return | 9.46% | 39.09%-29.6pp | 321.24%-311.8pp | 53.51%-44.0pp |
| Employer contribution / active EE | $1,738 | $1,988-12.6% | $2,620-33.7% | $2,552-31.9% |
| Participant deferral / active EE | $2,011 | $2,847-29.3% | $4,084-50.8% | $4,126-51.3% |
| Admin fee / account holder | $1,867 | $4,594-59.4% | $5,098-63.4% | $7,339-74.6% |