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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 | $81,276-45.8% | $155,574-71.7% | $80,925-45.5% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.7%+22.3pp |
| Annual return | 8.34% | 33.36%-25.0pp | 64.87%-56.5pp | 35.65%-27.3pp |
| Employer contribution / active EE | $1,453 | $3,103-53.2% | $4,676-68.9% | $2,756-47.3% |
| Participant deferral / active EE | $4,394 | $3,453+27.2% | $5,629-22.0% | $4,299+2.2% |
| Admin fee / account holder | $19,109 | $7,993+139.1% | $15,914+20.1% | $6,940+175.3% |