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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 | $39,302 | $67,602-41.9% | $82,312-52.3% | $70,126-44.0% |
| Participation rate | 94.3% | 72.8%+21.5pp | 76.9%+17.4pp | 69.5%+24.7pp |
| Annual return | 6.96% | 21.57%-14.6pp | 25.88%-18.9pp | 73.15%-66.2pp |
| Employer contribution / active EE | $3,571 | $1,755+103.5% | $2,428+47.1% | $2,343+52.5% |
| Participant deferral / active EE | $3,380 | $2,987+13.1% | $3,706-8.8% | $3,332+1.4% |
| Admin fee / account holder | $6,893 | $4,512+52.8% | $5,608+22.9% | $4,645+48.4% |