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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 | $34,861 | $51,638-32.5% | $68,368-49.0% | $82,448-57.7% |
| Participation rate | 79.2% | 63.6%+15.6pp | 73.8%+5.4pp | 68.1%+11.1pp |
| Annual return | 10.04% | 37.53%-27.5pp | 292.57%-282.5pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,273 | $2,047-37.8% | $2,649-52.0% | $2,551-50.1% |
| Participant deferral / active EE | $2,757 | $2,914-5.4% | $4,123-33.1% | $4,139-33.4% |
| Admin fee / account holder | $10,956 | $4,643+136.0% | $5,150+112.7% | $7,234+51.4% |