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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 | $32,896 | $46,599-29.4% | $64,101-48.7% | $75,173-56.2% |
| Participation rate | 91.4% | 65.9%+25.5pp | 72.3%+19.1pp | 67.2%+24.2pp |
| Annual return | 10.90% | 26.06%-15.2pp | 33.72%-22.8pp | 160.72%-149.8pp |
| Employer contribution / active EE | $3,339 | $1,975+69.0% | $2,749+21.5% | $2,671+25.0% |
| Participant deferral / active EE | $2,674 | $2,837-5.7% | $3,881-31.1% | $4,126-35.2% |
| Admin fee / account holder | $966 | $2,956-67.3% | $3,070-68.5% | $5,651-82.9% |