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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 | $25,728 | $46,688-44.9% | $189,758-86.4% | $69,733-63.1% |
| Participation rate | 95.3% | 61.7%+33.6pp | 79.8%+15.5pp | 62.5%+32.9pp |
| Annual return | 9.38% | 14.35%-5.0pp | 52.62%-43.2pp | 15.22%-5.8pp |
| Employer contribution / active EE | $3,732 | $1,695+120.2% | $4,767-21.7% | $2,250+65.8% |
| Participant deferral / active EE | $0 | $2,143-100.0% | $5,856-100.0% | $3,054-100.0% |
| Admin fee / account holder | $3,042 | $1,700+78.9% | $20,388-85.1% | $3,102-1.9% |