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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 | $30,076 | $46,599-35.5% | $64,101-53.1% | $75,173-60.0% |
| Participation rate | 70.0% | 65.9%+4.1pp | 72.3%-2.3pp | 67.2%+2.8pp |
| Annual return | 6.78% | 26.06%-19.3pp | 33.72%-26.9pp | 160.72%-153.9pp |
| Employer contribution / active EE | $1,398 | $1,975-29.2% | $2,749-49.1% | $2,671-47.7% |
| Participant deferral / active EE | $1,599 | $2,837-43.7% | $3,881-58.8% | $4,126-61.3% |
| Admin fee / account holder | $1,075 | $2,956-63.6% | $3,070-65.0% | $5,651-81.0% |