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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 | $40,018 | $58,627-31.7% | $76,735-47.8% | $82,448-51.5% |
| Participation rate | 74.7% | 63.2%+11.5pp | 69.5%+5.2pp | 68.1%+6.6pp |
| Annual return | 7.74% | 39.10%-31.4pp | 29.77%-22.0pp | 41.64%-33.9pp |
| Employer contribution / active EE | $2,169 | $1,729+25.4% | $2,454-11.6% | $2,551-15.0% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,765 | $5,323-66.8% | $7,189-75.4% | $7,234-75.6% |