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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 | $33,678 | $81,358-58.6% | $155,556-78.4% | $80,959-58.4% |
| Participation rate | 88.2% | 66.3%+22.0pp | 78.2%+10.0pp | 67.7%+20.6pp |
| Annual return | 10.18% | 33.39%-23.2pp | 64.84%-54.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $2,030 | $3,106-34.7% | $4,675-56.6% | $2,757-26.4% |
| Participant deferral / active EE | $1,085 | $3,455-68.6% | $5,631-80.7% | $4,300-74.8% |
| Admin fee / account holder | $1,678 | $7,994-79.0% | $15,885-89.4% | $6,925-75.8% |