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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 | $42,237 | $57,590-26.7% | $86,233-51.0% | $82,448-48.8% |
| Participation rate | 71.1% | 57.9%+13.2pp | 69.0%+2.1pp | 68.1%+3.0pp |
| Annual return | 13.32% | 22.41%-9.1pp | 61.39%-48.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,111 | $1,655-32.9% | $2,504-55.6% | $2,551-56.5% |
| Participant deferral / active EE | $1,299 | $3,080-57.8% | $4,559-71.5% | $4,139-68.6% |
| Admin fee / account holder | $8,989 | $4,730+90.0% | $8,342+7.8% | $7,234+24.3% |