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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 | $30,234 | $91,179-66.8% | $178,499-83.1% | $79,852-62.1% |
| Participation rate | 96.6% | 69.2%+27.3pp | 81.9%+14.6pp | 69.6%+26.9pp |
| Annual return | 8.77% | 24.19%-15.4pp | 151.10%-142.3pp | 31.72%-22.9pp |
| Employer contribution / active EE | $4,188 | $3,256+28.6% | $5,011-16.4% | $2,471+69.5% |
| Participant deferral / active EE | $1,021 | $3,236-68.5% | $5,202-80.4% | $3,740-72.7% |
| Admin fee / account holder | $2,471 | $6,749-63.4% | $13,986-82.3% | $5,306-53.4% |