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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 | $49,976-70.2% | $66,674-77.7% | $82,637-82.0% |
| Participation rate | 89.2% | 63.1%+26.1pp | 73.7%+15.5pp | 68.1%+21.1pp |
| Annual return | 8.28% | 39.09%-30.8pp | 321.24%-313.0pp | 53.51%-45.2pp |
| Employer contribution / active EE | $2,224 | $1,988+11.9% | $2,620-15.1% | $2,552-12.8% |
| Participant deferral / active EE | $2,609 | $2,847-8.3% | $4,084-36.1% | $4,126-36.8% |
| Admin fee / account holder | $4,970 | $4,594+8.2% | $5,098-2.5% | $7,339-32.3% |