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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 | $25,986 | $37,156-30.1% | $83,854-69.0% | $86,983-70.1% |
| Participation rate | 92.9% | 49.1%+43.9pp | 59.1%+33.8pp | 69.5%+23.4pp |
| Annual return | 10.38% | 29.88%-19.5pp | 31.39%-21.0pp | 25.83%-15.4pp |
| Employer contribution / active EE | $1,731 | $661+161.9% | $1,017+70.2% | $2,584-33.0% |
| Participant deferral / active EE | $2,407 | $1,418+69.8% | $2,035+18.3% | $4,194-42.6% |
| Admin fee / account holder | $5,983 | $2,510+138.4% | $3,197+87.1% | $7,856-23.8% |