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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 | $46,143 | $109,620-57.9% | $148,496-68.9% | $94,015-50.9% |
| Participation rate | 71.4% | 71.3%+0.2pp | 76.0%-4.6pp | 70.8%+0.6pp |
| Annual return | 9.79% | 17.54%-7.7pp | 12.33%-2.5pp | 17.84%-8.1pp |
| Employer contribution / active EE | $2,070 | $2,618-20.9% | $3,497-40.8% | $2,790-25.8% |
| Participant deferral / active EE | $4,152 | $3,831+8.4% | $4,808-13.6% | $4,249-2.3% |
| Admin fee / account holder | $34,519 | $10,050+243.5% | $19,547+76.6% | $8,951+285.6% |