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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 | $35,607 | $65,367-45.5% | $92,915-61.7% | $72,976-51.2% |
| Participation rate | 77.8% | 68.3%+9.5pp | 76.0%+1.8pp | 69.5%+8.3pp |
| Annual return | 14.15% | 42.11%-28.0pp | 109.45%-95.3pp | 81.02%-66.9pp |
| Employer contribution / active EE | $1,749 | $2,594-32.6% | $3,653-52.1% | $2,440-28.3% |
| Participant deferral / active EE | $2,913 | $3,128-6.9% | $4,238-31.3% | $3,608-19.2% |
| Admin fee / account holder | $2,071 | $4,251-51.3% | $5,796-64.3% | $5,124-59.6% |