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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 | $78,690-51.9% | $161,489-76.6% | $87,485-56.8% |
| Participation rate | 95.0% | 67.5%+27.5pp | 78.7%+16.3pp | 68.9%+26.1pp |
| Annual return | 8.75% | 32.74%-24.0pp | 89.72%-81.0pp | 26.06%-17.3pp |
| Employer contribution / active EE | $1,157 | $2,588-55.3% | $4,268-72.9% | $2,596-55.5% |
| Participant deferral / active EE | $1,519 | $3,311-54.1% | $5,630-73.0% | $4,274-64.5% |
| Admin fee / account holder | $2,812 | $6,724-58.2% | $16,006-82.4% | $7,775-63.8% |