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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 | $34,771 | $90,674-61.7% | $96,707-64.0% | $82,448-57.8% |
| Participation rate | 84.1% | 75.9%+8.2pp | 80.4%+3.8pp | 68.1%+16.1pp |
| Annual return | 9.55% | 49.05%-39.5pp | 34.78%-25.2pp | 41.64%-32.1pp |
| Employer contribution / active EE | $2,302 | $3,975-42.1% | $4,191-45.1% | $2,551-9.8% |
| Participant deferral / active EE | $2,601 | $5,696-54.3% | $5,997-56.6% | $4,139-37.2% |
| Admin fee / account holder | $6,454 | $7,568-14.7% | $7,503-14.0% | $7,234-10.8% |