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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 | $25,540 | $49,239-48.1% | $70,462-63.8% | $79,858-68.0% |
| Participation rate | 96.2% | 69.2%+27.0pp | 75.1%+21.1pp | 69.6%+26.5pp |
| Annual return | 5.77% | 30.08%-24.3pp | 109.08%-103.3pp | 31.72%-25.9pp |
| Employer contribution / active EE | $1,000 | $2,100-52.4% | $2,737-63.5% | $2,471-59.5% |
| Participant deferral / active EE | $2,840 | $2,769+2.5% | $3,710-23.5% | $3,740-24.1% |
| Admin fee / account holder | $7,120 | $2,876+147.5% | $3,845+85.2% | $5,306+34.2% |