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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 | $34,993 | $78,690-55.5% | $161,489-78.3% | $87,485-60.0% |
| Participation rate | 76.9% | 67.5%+9.5pp | 78.7%-1.8pp | 68.9%+8.0pp |
| Annual return | 10.95% | 32.74%-21.8pp | 89.72%-78.8pp | 26.06%-15.1pp |
| Employer contribution / active EE | $1,313 | $2,588-49.3% | $4,268-69.2% | $2,596-49.4% |
| Participant deferral / active EE | $3,224 | $3,311-2.6% | $5,630-42.7% | $4,274-24.6% |
| Admin fee / account holder | $7,692 | $6,724+14.4% | $16,006-51.9% | $7,775-1.1% |