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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 | $44,068 | $81,358-45.8% | $155,556-71.7% | $80,959-45.6% |
| Participation rate | 90.0% | 66.3%+23.7pp | 78.2%+11.8pp | 67.7%+22.3pp |
| Annual return | 8.34% | 33.39%-25.1pp | 64.84%-56.5pp | 35.67%-27.3pp |
| Employer contribution / active EE | $1,453 | $3,106-53.2% | $4,675-68.9% | $2,757-47.3% |
| Participant deferral / active EE | $4,394 | $3,455+27.2% | $5,631-22.0% | $4,300+2.2% |
| Admin fee / account holder | $19,109 | $7,994+139.1% | $15,885+20.3% | $6,925+175.9% |