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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 | $31,967 | $58,627-45.5% | $76,735-58.3% | $82,448-61.2% |
| Participation rate | 93.3% | 63.2%+30.1pp | 69.5%+23.8pp | 68.1%+25.3pp |
| Annual return | 3.16% | 39.10%-35.9pp | 29.77%-26.6pp | 41.64%-38.5pp |
| Employer contribution / active EE | $1,975 | $1,729+14.2% | $2,454-19.5% | $2,551-22.6% |
| Participant deferral / active EE | $1,846 | $3,134-41.1% | $4,088-54.8% | $4,139-55.4% |
| Admin fee / account holder | $9,623 | $5,323+80.8% | $7,189+33.8% | $7,234+33.0% |