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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 | $39,070 | $45,041-13.3% | $63,003-38.0% | $70,131-44.3% |
| Participation rate | 96.3% | 69.5%+26.8pp | 74.8%+21.5pp | 69.5%+26.8pp |
| Annual return | 11.02% | 18.76%-7.7pp | 87.59%-76.6pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,549 | $2,052-24.5% | $2,760-43.9% | $2,342-33.9% |
| Participant deferral / active EE | $3,522 | $2,465+42.8% | $3,329+5.8% | $3,332+5.7% |
| Admin fee / account holder | $6,318 | $2,836+122.8% | $3,600+75.5% | $4,645+36.0% |