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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 | $26,850 | $81,276-67.0% | $155,574-82.7% | $80,925-66.8% |
| Participation rate | 76.7% | 66.2%+10.4pp | 78.2%-1.5pp | 67.7%+9.0pp |
| Annual return | 10.32% | 33.36%-23.0pp | 64.87%-54.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,005 | $3,103-67.6% | $4,676-78.5% | $2,756-63.5% |
| Participant deferral / active EE | $1,897 | $3,453-45.1% | $5,629-66.3% | $4,299-55.9% |
| Admin fee / account holder | $16,605 | $7,993+107.7% | $15,914+4.3% | $6,940+139.3% |