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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 | $36,019 | $71,230-49.4% | $93,727-61.6% | $80,959-55.5% |
| Participation rate | 73.1% | 60.4%+12.7pp | 68.7%+4.4pp | 67.7%+5.4pp |
| Annual return | 9.75% | 11.26%-1.5pp | 133.83%-124.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,209 | $1,565-22.8% | $2,421-50.1% | $2,757-56.1% |
| Participant deferral / active EE | $1,651 | $4,037-59.1% | $4,417-62.6% | $4,300-61.6% |
| Admin fee / account holder | $4,002 | $6,961-42.5% | $8,292-51.7% | $6,925-42.2% |