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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 | $35,568 | $106,749-66.7% | $145,433-75.5% | $82,448-56.9% |
| Participation rate | 92.2% | 75.6%+16.5pp | 82.1%+10.0pp | 68.1%+24.1pp |
| Annual return | 12.71% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,156 | $3,444-66.4% | $4,554-74.6% | $2,551-54.7% |
| Participant deferral / active EE | $3,823 | $6,519-41.4% | $7,897-51.6% | $4,139-7.7% |
| Admin fee / account holder | $2,521 | $8,390-69.9% | $13,129-80.8% | $7,234-65.1% |