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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 | $39,839 | $76,407-47.9% | $150,298-73.5% | $82,448-51.7% |
| Participation rate | 76.0% | 66.4%+9.6pp | 77.8%-1.8pp | 68.1%+7.9pp |
| Annual return | 8.84% | 39.99%-31.2pp | 62.79%-53.9pp | 41.64%-32.8pp |
| Employer contribution / active EE | $904 | $2,614-65.4% | $4,154-78.3% | $2,551-64.6% |
| Participant deferral / active EE | $3,012 | $3,214-6.3% | $5,453-44.8% | $4,139-27.2% |
| Admin fee / account holder | $6,762 | $6,352+6.5% | $14,116-52.1% | $7,234-6.5% |