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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 | $37,599 | $67,411-44.2% | $91,004-58.7% | $70,126-46.4% |
| Participation rate | 90.9% | 71.4%+19.5pp | 75.6%+15.3pp | 69.5%+21.4pp |
| Annual return | 9.59% | -40.16%+49.8pp | 4.60%+5.0pp | 73.15%-63.6pp |
| Employer contribution / active EE | $2,125 | $1,786+19.0% | $2,456-13.4% | $2,343-9.3% |
| Participant deferral / active EE | $1,733 | $2,823-38.6% | $3,548-51.1% | $3,332-48.0% |
| Admin fee / account holder | $2,669 | $4,236-37.0% | $5,417-50.7% | $4,645-42.6% |