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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 | $79,894-53.8% | $135,792-72.8% | $82,637-55.4% |
| Participation rate | 93.4% | 63.0%+30.4pp | 72.6%+20.8pp | 68.1%+25.4pp |
| Annual return | 6.86% | 17.20%-10.3pp | 25.96%-19.1pp | 53.51%-46.6pp |
| Employer contribution / active EE | $1,429 | $2,165-34.0% | $3,496-59.1% | $2,552-44.0% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $4,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,242 | $6,434+74.7% | $12,266-8.3% | $7,339+53.2% |