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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 | $33,714 | $81,208-58.5% | $98,920-65.9% | $79,852-57.8% |
| Participation rate | 85.7% | 72.5%+13.2pp | 76.0%+9.7pp | 69.6%+16.1pp |
| Annual return | 7.11% | 60.99%-53.9pp | 196.47%-189.4pp | 31.72%-24.6pp |
| Employer contribution / active EE | $1,544 | $1,960-21.2% | $2,689-42.6% | $2,471-37.5% |
| Participant deferral / active EE | $2,972 | $3,265-9.0% | $4,245-30.0% | $3,740-20.5% |
| Admin fee / account holder | $3,792 | $6,013-36.9% | $6,643-42.9% | $5,306-28.5% |