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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 | $43,496-40.8% | $161,489-84.1% | $64,340-60.0% |
| Participation rate | 95.3% | 53.5%+41.8pp | 78.7%+16.6pp | 55.2%+40.1pp |
| Annual return | 9.38% | 20.76%-11.4pp | 89.72%-80.3pp | 24.14%-14.8pp |
| Employer contribution / active EE | $3,732 | $1,431+160.8% | $4,268-12.6% | $1,862+100.4% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $3,042 | $2,330+30.6% | $16,006-81.0% | $3,703-17.8% |