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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 | $39,019 | $45,050-13.4% | $63,018-38.1% | $70,126-44.4% |
| Participation rate | 97.3% | 69.5%+27.8pp | 74.8%+22.5pp | 69.5%+27.8pp |
| Annual return | 10.16% | 18.76%-8.6pp | 87.62%-77.5pp | 73.15%-63.0pp |
| Employer contribution / active EE | $1,707 | $2,052-16.8% | $2,761-38.2% | $2,343-27.1% |
| Participant deferral / active EE | $5,124 | $2,466+107.8% | $3,330+53.9% | $3,332+53.8% |
| Admin fee / account holder | $808 | $2,834-71.5% | $3,601-77.6% | $4,645-82.6% |