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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 | $36,338 | $48,327-24.8% | $67,575-46.2% | $80,935-55.1% |
| Participation rate | 70.8% | 66.4%+4.4pp | 72.9%-2.1pp | 67.7%+3.1pp |
| Annual return | 10.92% | 18.31%-7.4pp | 3528.98%-3518.1pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,452 | $2,022-28.2% | $2,736-46.9% | $2,757-47.3% |
| Participant deferral / active EE | $2,662 | $2,927-9.1% | $4,003-33.5% | $4,299-38.1% |
| Admin fee / account holder | $4,512 | $3,692+22.2% | $3,993+13.0% | $6,924-34.8% |