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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 | $14,871 | $51,638-71.2% | $68,368-78.2% | $82,448-82.0% |
| Participation rate | 89.2% | 63.6%+25.6pp | 73.8%+15.4pp | 68.1%+21.1pp |
| Annual return | 8.28% | 37.53%-29.3pp | 292.57%-284.3pp | 41.64%-33.4pp |
| Employer contribution / active EE | $2,224 | $2,047+8.7% | $2,649-16.0% | $2,551-12.8% |
| Participant deferral / active EE | $2,609 | $2,914-10.4% | $4,123-36.7% | $4,139-37.0% |
| Admin fee / account holder | $4,970 | $4,643+7.0% | $5,150-3.5% | $7,234-31.3% |