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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 | $42,275 | $77,814-45.7% | $158,223-73.3% | $86,983-51.4% |
| Participation rate | 97.7% | 68.4%+29.3pp | 79.2%+18.5pp | 69.5%+28.1pp |
| Annual return | 10.70% | 30.54%-19.8pp | 52.09%-41.4pp | 25.83%-15.1pp |
| Employer contribution / active EE | $3,329 | $2,592+28.4% | $4,109-19.0% | $2,584+28.8% |
| Participant deferral / active EE | $1,627 | $3,270-50.2% | $5,467-70.2% | $4,194-61.2% |
| Admin fee / account holder | $4,747 | $5,879-19.3% | $16,047-70.4% | $7,856-39.6% |