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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 | $22,160 | $81,331-72.8% | $155,534-85.8% | $80,935-72.6% |
| Participation rate | 96.4% | 66.3%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 10.26% | 33.37%-23.1pp | 64.92%-54.7pp | 35.66%-25.4pp |
| Employer contribution / active EE | $2,903 | $3,105-6.5% | $4,675-37.9% | $2,757+5.3% |
| Participant deferral / active EE | $2,869 | $3,454-16.9% | $5,630-49.0% | $4,299-33.3% |
| Admin fee / account holder | $2,317 | $7,999-71.0% | $15,900-85.4% | $6,924-66.5% |