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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 | $49,348 | $72,027-31.5% | $185,835-73.4% | $79,852-38.2% |
| Participation rate | 82.1% | 65.8%+16.4pp | 78.0%+4.1pp | 69.6%+12.5pp |
| Annual return | 10.82% | 23.13%-12.3pp | 35.96%-25.1pp | 31.72%-20.9pp |
| Employer contribution / active EE | $2,334 | $1,965+18.8% | $4,087-42.9% | $2,471-5.6% |
| Participant deferral / active EE | $4,302 | $3,780+13.8% | $5,633-23.6% | $3,740+15.0% |
| Admin fee / account holder | $1,049 | $4,513-76.8% | $9,502-89.0% | $5,306-80.2% |