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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 | $40,628 | $96,289-57.8% | $213,469-81.0% | $87,485-53.6% |
| Participation rate | 95.9% | 69.6%+26.3pp | 77.1%+18.8pp | 68.9%+27.0pp |
| Annual return | 9.92% | 17.78%-7.9pp | 20.58%-10.7pp | 26.06%-16.1pp |
| Employer contribution / active EE | $2,720 | $3,035-10.4% | $4,994-45.5% | $2,596+4.8% |
| Participant deferral / active EE | $0 | $4,750-100.0% | $6,841-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,081 | $9,670-78.5% | $27,141-92.3% | $7,775-73.2% |