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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 | $29,813 | $83,485-64.3% | $125,192-76.2% | $72,975-59.1% |
| Participation rate | 95.0% | 73.3%+21.7pp | 79.8%+15.2pp | 69.5%+25.5pp |
| Annual return | 10.07% | 25.77%-15.7pp | 43.79%-33.7pp | 81.01%-70.9pp |
| Employer contribution / active EE | $2,484 | $2,346+5.9% | $3,866-35.7% | $2,440+1.8% |
| Participant deferral / active EE | $4,824 | $3,586+34.5% | $4,937-2.3% | $3,608+33.7% |
| Admin fee / account holder | $7,687 | $5,518+39.3% | $9,704-20.8% | $5,124+50.0% |