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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 | $40,019 | $46,534-14.0% | $64,097-37.6% | $75,177-46.8% |
| Participation rate | 96.3% | 65.9%+30.4pp | 72.3%+24.0pp | 67.2%+29.1pp |
| Annual return | 7.92% | 26.07%-18.1pp | 33.75%-25.8pp | 160.75%-152.8pp |
| Employer contribution / active EE | $3,604 | $1,976+82.4% | $2,750+31.1% | $2,671+34.9% |
| Participant deferral / active EE | $2,471 | $2,835-12.8% | $3,881-36.3% | $4,126-40.1% |
| Admin fee / account holder | $2,849 | $2,957-3.6% | $3,070-7.2% | $5,651-49.6% |