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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 | $37,834 | $76,407-50.5% | $150,298-74.8% | $82,448-54.1% |
| Participation rate | 95.0% | 66.4%+28.6pp | 77.8%+17.2pp | 68.1%+26.9pp |
| Annual return | 8.75% | 39.99%-31.2pp | 62.79%-54.0pp | 41.64%-32.9pp |
| Employer contribution / active EE | $1,157 | $2,614-55.8% | $4,154-72.2% | $2,551-54.7% |
| Participant deferral / active EE | $1,519 | $3,214-52.7% | $5,453-72.1% | $4,139-63.3% |
| Admin fee / account holder | $2,812 | $6,352-55.7% | $14,116-80.1% | $7,234-61.1% |