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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 | $31,428 | $77,920-59.7% | $149,723-79.0% | $75,177-58.2% |
| Participation rate | 93.8% | 65.6%+28.2pp | 78.8%+15.0pp | 67.2%+26.5pp |
| Annual return | 8.62% | 31.72%-23.1pp | 134.50%-125.9pp | 160.75%-152.1pp |
| Employer contribution / active EE | $4,529 | $3,138+44.3% | $4,821-6.1% | $2,671+69.6% |
| Participant deferral / active EE | $2,975 | $3,411-12.8% | $5,682-47.6% | $4,126-27.9% |
| Admin fee / account holder | $1,545 | $5,951-74.0% | $13,215-88.3% | $5,651-72.7% |