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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 | $106,524-66.6% | $152,301-76.6% | $87,485-59.3% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.4%+9.7pp | 68.9%+23.2pp |
| Annual return | 12.71% | 26.89%-14.2pp | 80.50%-67.8pp | 26.06%-13.4pp |
| Employer contribution / active EE | $1,156 | $3,371-65.7% | $4,624-75.0% | $2,596-55.5% |
| Participant deferral / active EE | $3,823 | $6,525-41.4% | $8,004-52.2% | $4,274-10.6% |
| Admin fee / account holder | $2,521 | $8,287-69.6% | $14,398-82.5% | $7,775-67.6% |