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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 | $36,117 | $91,179-60.4% | $178,499-79.8% | $79,852-54.8% |
| Participation rate | 92.5% | 69.2%+23.3pp | 81.9%+10.6pp | 69.6%+22.9pp |
| Annual return | 6.64% | 24.19%-17.6pp | 151.10%-144.5pp | 31.72%-25.1pp |
| Employer contribution / active EE | $1,488 | $3,256-54.3% | $5,011-70.3% | $2,471-39.8% |
| Participant deferral / active EE | $2,005 | $3,236-38.0% | $5,202-61.5% | $3,740-46.4% |
| Admin fee / account holder | $4,097 | $6,749-39.3% | $13,986-70.7% | $5,306-22.8% |