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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 | $81,358-60.9% | $155,556-79.5% | $80,959-60.7% |
| Participation rate | 90.5% | 66.3%+24.2pp | 78.2%+12.3pp | 67.7%+22.8pp |
| Annual return | 10.42% | 33.39%-23.0pp | 64.84%-54.4pp | 35.67%-25.3pp |
| Employer contribution / active EE | $3,150 | $3,106+1.4% | $4,675-32.6% | $2,757+14.2% |
| Participant deferral / active EE | $2,084 | $3,455-39.7% | $5,631-63.0% | $4,300-51.5% |
| Admin fee / account holder | $2,764 | $7,994-65.4% | $15,885-82.6% | $6,925-60.1% |