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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 | $35,370 | $50,554-30.0% | $67,681-47.7% | $87,485-59.6% |
| Participation rate | 85.2% | 67.7%+17.5pp | 73.7%+11.5pp | 68.9%+16.3pp |
| Annual return | 10.68% | 17.81%-7.1pp | 590.58%-579.9pp | 26.06%-15.4pp |
| Employer contribution / active EE | $1,982 | $1,988-0.3% | $2,678-26.0% | $2,596-23.7% |
| Participant deferral / active EE | $2,567 | $2,961-13.3% | $3,976-35.4% | $4,274-39.9% |
| Admin fee / account holder | $6,440 | $4,132+55.8% | $6,100+5.6% | $7,775-17.2% |