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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 | $39,619 | $76,564-48.3% | $105,582-62.5% | $94,015-57.9% |
| Participation rate | 75.9% | 65.2%+10.7pp | 71.8%+4.1pp | 70.8%+5.0pp |
| Annual return | 10.66% | 20.69%-10.0pp | 18.61%-7.9pp | 17.84%-7.2pp |
| Employer contribution / active EE | $1,398 | $1,995-29.9% | $2,984-53.1% | $2,790-49.9% |
| Participant deferral / active EE | $2,573 | $3,320-22.5% | $4,353-40.9% | $4,249-39.5% |
| Admin fee / account holder | $11,674 | $7,129+63.8% | $12,856-9.2% | $8,951+30.4% |