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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 | $36,230 | $80,983-55.3% | $96,544-62.5% | $75,177-51.8% |
| Participation rate | 91.7% | 71.8%+19.9pp | 76.0%+15.7pp | 67.2%+24.5pp |
| Annual return | 9.59% | 27.05%-17.5pp | 25.88%-16.3pp | 160.75%-151.2pp |
| Employer contribution / active EE | $3,125 | $2,282+36.9% | $2,966+5.3% | $2,671+17.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,433 | $6,717-78.7% | $8,254-82.6% | $5,651-74.6% |