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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 | $43,490 | $86,050-49.5% | $189,758-77.1% | $94,015-53.7% |
| Participation rate | 96.6% | 68.9%+27.7pp | 79.8%+16.8pp | 70.8%+25.7pp |
| Annual return | 7.44% | 17.77%-10.3pp | 52.62%-45.2pp | 17.84%-10.4pp |
| Employer contribution / active EE | $3,284 | $2,819+16.5% | $4,767-31.1% | $2,790+17.7% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $13,722 | $6,627+107.1% | $20,388-32.7% | $8,951+53.3% |