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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 | $43,994 | $61,605-28.6% | $112,273-60.8% | $75,181-41.5% |
| Participation rate | 79.3% | 61.7%+17.6pp | 72.4%+6.9pp | 67.2%+12.1pp |
| Annual return | 10.10% | 28.47%-18.4pp | 30.23%-20.1pp | 160.69%-150.6pp |
| Employer contribution / active EE | $2,224 | $2,015+10.4% | $3,431-35.2% | $2,671-16.7% |
| Participant deferral / active EE | $2,028 | $3,108-34.8% | $4,800-57.7% | $4,126-50.8% |
| Admin fee / account holder | $12,493 | $4,862+156.9% | $7,752+61.2% | $5,650+121.1% |