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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 | $69,444-42.9% | $92,985-57.4% | $87,485-54.7% |
| Participation rate | 75.9% | 63.3%+12.6pp | 69.5%+6.4pp | 68.9%+6.9pp |
| Annual return | 10.66% | 23.85%-13.2pp | 27.99%-17.3pp | 26.06%-15.4pp |
| Employer contribution / active EE | $1,398 | $1,917-27.1% | $2,662-47.5% | $2,596-46.1% |
| Participant deferral / active EE | $2,573 | $3,364-23.5% | $4,377-41.2% | $4,274-39.8% |
| Admin fee / account holder | $11,674 | $6,137+90.2% | $9,463+23.4% | $7,775+50.2% |