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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 | $31,130 | $84,233-63.0% | $170,436-81.7% | $70,131-55.6% |
| Participation rate | 94.9% | 70.8%+24.1pp | 83.6%+11.3pp | 69.5%+25.4pp |
| Annual return | 10.72% | 23.06%-12.3pp | 205.94%-195.2pp | 73.14%-62.4pp |
| Employer contribution / active EE | $2,559 | $3,387-24.4% | $5,433-52.9% | $2,342+9.3% |
| Participant deferral / active EE | $2,081 | $3,086-32.6% | $4,939-57.9% | $3,332-37.6% |
| Admin fee / account holder | $8,891 | $5,698+56.0% | $13,880-35.9% | $4,645+91.4% |