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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 | $75,541-47.3% | $152,093-73.8% | $82,637-51.8% |
| Participation rate | 76.0% | 66.5%+9.5pp | 77.8%-1.8pp | 68.1%+7.9pp |
| Annual return | 8.84% | 32.56%-23.7pp | 66.36%-57.5pp | 53.51%-44.7pp |
| Employer contribution / active EE | $904 | $2,622-65.5% | $4,175-78.4% | $2,552-64.6% |
| Participant deferral / active EE | $3,012 | $3,206-6.1% | $5,451-44.8% | $4,126-27.0% |
| Admin fee / account holder | $6,762 | $6,405+5.6% | $14,497-53.4% | $7,339-7.9% |