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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 | $33,098 | $45,050-26.5% | $63,018-47.5% | $70,126-52.8% |
| Participation rate | 95.9% | 69.5%+26.4pp | 74.8%+21.1pp | 69.5%+26.4pp |
| Annual return | 9.34% | 18.76%-9.4pp | 87.62%-78.3pp | 73.15%-63.8pp |
| Employer contribution / active EE | $7,949 | $2,052+287.4% | $2,761+187.9% | $2,343+239.3% |
| Participant deferral / active EE | $3,200 | $2,466+29.8% | $3,330-3.9% | $3,332-4.0% |
| Admin fee / account holder | $2,219 | $2,834-21.7% | $3,601-38.4% | $4,645-52.2% |