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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 | $31,845 | $81,233-60.8% | $155,567-79.5% | $80,874-60.6% |
| Participation rate | 90.5% | 66.2%+24.2pp | 78.2%+12.3pp | 67.6%+22.8pp |
| Annual return | 10.42% | 33.33%-22.9pp | 64.74%-54.3pp | 35.62%-25.2pp |
| Employer contribution / active EE | $3,150 | $3,101+1.6% | $4,674-32.6% | $2,756+14.3% |
| Participant deferral / active EE | $2,084 | $3,452-39.6% | $5,628-63.0% | $4,297-51.5% |
| Admin fee / account holder | $2,764 | $7,998-65.4% | $15,916-82.6% | $6,935-60.1% |