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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 | $25,484 | $63,354-59.8% | $94,105-72.9% | $82,637-69.2% |
| Participation rate | 97.1% | 63.8%+33.2pp | 71.9%+25.1pp | 68.1%+29.0pp |
| Annual return | 9.92% | 34.36%-24.4pp | 204.55%-194.6pp | 53.51%-43.6pp |
| Employer contribution / active EE | $2,639 | $1,760+50.0% | $2,504+5.4% | $2,552+3.4% |
| Participant deferral / active EE | $3,021 | $2,873+5.1% | $3,881-22.2% | $4,126-26.8% |
| Admin fee / account holder | $10,891 | $5,073+114.7% | $6,199+75.7% | $7,339+48.4% |