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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 | $56,792 | $86,940-34.7% | $102,434-44.6% | $80,935-29.8% |
| Participation rate | 79.4% | 72.4%+7.0pp | 76.5%+2.9pp | 67.7%+11.8pp |
| Annual return | 9.40% | 18.89%-9.5pp | 29.46%-20.1pp | 35.66%-26.3pp |
| Employer contribution / active EE | $1,579 | $2,370-33.4% | $3,023-47.8% | $2,757-42.7% |
| Participant deferral / active EE | $3,135 | $4,121-23.9% | $5,055-38.0% | $4,299-27.1% |
| Admin fee / account holder | $2,103 | $8,047-73.9% | $9,462-77.8% | $6,924-69.6% |