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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 | $41,240 | $45,050-8.5% | $63,018-34.6% | $70,126-41.2% |
| Participation rate | 74.1% | 69.5%+4.6pp | 74.8%-0.7pp | 69.5%+4.5pp |
| Annual return | 9.48% | 18.76%-9.3pp | 87.62%-78.1pp | 73.15%-63.7pp |
| Employer contribution / active EE | $2,190 | $2,052+6.7% | $2,761-20.7% | $2,343-6.5% |
| Participant deferral / active EE | $1,786 | $2,466-27.5% | $3,330-46.3% | $3,332-46.4% |
| Admin fee / account holder | $1,204 | $2,834-57.5% | $3,601-66.6% | $4,645-74.1% |