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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 | $42,962 | $46,599-7.8% | $64,101-33.0% | $75,173-42.8% |
| Participation rate | 71.7% | 65.9%+5.8pp | 72.3%-0.6pp | 67.2%+4.5pp |
| Annual return | 7.51% | 26.06%-18.5pp | 33.72%-26.2pp | 160.72%-153.2pp |
| Employer contribution / active EE | $531 | $1,975-73.1% | $2,749-80.7% | $2,671-80.1% |
| Participant deferral / active EE | $3,866 | $2,837+36.3% | $3,881-0.4% | $4,126-6.3% |
| Admin fee / account holder | $9,751 | $2,956+229.9% | $3,070+217.6% | $5,651+72.6% |