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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 | $51,018 | $78,690-35.2% | $161,489-68.4% | $87,485-41.7% |
| Participation rate | 71.4% | 67.5%+4.0pp | 78.7%-7.3pp | 68.9%+2.5pp |
| Annual return | 8.79% | 32.74%-24.0pp | 89.72%-80.9pp | 26.06%-17.3pp |
| Employer contribution / active EE | $1,174 | $2,588-54.7% | $4,268-72.5% | $2,596-54.8% |
| Participant deferral / active EE | $1,613 | $3,311-51.3% | $5,630-71.4% | $4,274-62.3% |
| Admin fee / account holder | $12,676 | $6,724+88.5% | $16,006-20.8% | $7,775+63.0% |