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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 | $83,947 | $45,050+86.3% | $63,018+33.2% | $70,126+19.7% |
| Participation rate | 97.4% | 69.5%+27.9pp | 74.8%+22.6pp | 69.5%+27.8pp |
| Annual return | 10.35% | 18.76%-8.4pp | 87.62%-77.3pp | 73.15%-62.8pp |
| Employer contribution / active EE | $1,502 | $2,052-26.8% | $2,761-45.6% | $2,343-35.9% |
| Participant deferral / active EE | $3,482 | $2,466+41.2% | $3,330+4.6% | $3,332+4.5% |
| Admin fee / account holder | $434 | $2,834-84.7% | $3,601-87.9% | $4,645-90.7% |