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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 | $45,343-43.3% | $150,298-82.9% | $67,986-62.2% |
| Participation rate | 95.3% | 51.9%+43.5pp | 77.8%+17.6pp | 57.2%+38.1pp |
| Annual return | 9.38% | 33.28%-23.9pp | 62.79%-53.4pp | 31.67%-22.3pp |
| Employer contribution / active EE | $3,732 | $1,462+155.3% | $4,154-10.2% | $2,019+84.8% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $3,042 | $2,250+35.2% | $14,116-78.4% | $3,203-5.0% |