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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 | $69,444-42.4% | $92,985-57.0% | $87,485-54.3% |
| Participation rate | 74.7% | 63.3%+11.4pp | 69.5%+5.2pp | 68.9%+5.8pp |
| Annual return | 7.74% | 23.85%-16.1pp | 27.99%-20.2pp | 26.06%-18.3pp |
| Employer contribution / active EE | $2,169 | $1,917+13.1% | $2,662-18.5% | $2,596-16.5% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,765 | $6,137-71.2% | $9,463-81.3% | $7,775-77.3% |