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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 | $44,461 | $67,894-34.5% | $89,340-50.2% | $82,448-46.1% |
| Participation rate | 84.0% | 64.0%+20.0pp | 69.6%+14.4pp | 68.1%+15.9pp |
| Annual return | 10.59% | 19.21%-8.6pp | 20.57%-10.0pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,110 | $1,828-39.2% | $2,231-50.2% | $2,551-56.5% |
| Participant deferral / active EE | $1,509 | $3,072-50.9% | $3,823-60.5% | $4,139-63.5% |
| Admin fee / account holder | $10,223 | $5,723+78.6% | $6,704+52.5% | $7,234+41.3% |