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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 | $36,896 | $81,403-54.7% | $147,027-74.9% | $87,485-57.8% |
| Participation rate | 93.4% | 63.4%+30.0pp | 73.7%+19.7pp | 68.9%+24.5pp |
| Annual return | 6.86% | 16.51%-9.7pp | 20.23%-13.4pp | 26.06%-19.2pp |
| Employer contribution / active EE | $1,429 | $2,205-35.2% | $3,626-60.6% | $2,596-45.0% |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,933-100.0% | $4,274-100.0% |
| Admin fee / account holder | $11,242 | $6,755+66.4% | $12,223-8.0% | $7,775+44.6% |