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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 | $39,071 | $77,920-49.9% | $149,723-73.9% | $75,177-48.0% |
| Participation rate | 98.1% | 65.6%+32.5pp | 78.8%+19.3pp | 67.2%+30.9pp |
| Annual return | 7.13% | 31.72%-24.6pp | 134.50%-127.4pp | 160.75%-153.6pp |
| Employer contribution / active EE | $2,090 | $3,138-33.4% | $4,821-56.7% | $2,671-21.8% |
| Participant deferral / active EE | $3,363 | $3,411-1.4% | $5,682-40.8% | $4,126-18.5% |
| Admin fee / account holder | $4,757 | $5,951-20.1% | $13,215-64.0% | $5,651-15.8% |