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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 | $39,434 | $102,385-61.5% | $147,080-73.2% | $80,935-51.3% |
| Participation rate | 86.2% | 75.9%+10.3pp | 82.2%+4.0pp | 67.7%+18.5pp |
| Annual return | 6.08% | 135.09%-129.0pp | 420.17%-414.1pp | 35.66%-29.6pp |
| Employer contribution / active EE | $1,104 | $3,717-70.3% | $4,933-77.6% | $2,757-60.0% |
| Participant deferral / active EE | $7,082 | $6,651+6.5% | $8,066-12.2% | $4,299+64.7% |
| Admin fee / account holder | $21,856 | $7,951+174.9% | $12,989+68.3% | $6,924+215.6% |