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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 | $69,273-35.8% | $90,796-51.0% | $82,637-46.2% |
| Participation rate | 84.0% | 64.0%+20.0pp | 69.5%+14.5pp | 68.1%+15.9pp |
| Annual return | 10.59% | 18.37%-7.8pp | 19.29%-8.7pp | 53.51%-42.9pp |
| Employer contribution / active EE | $1,110 | $1,865-40.5% | $2,294-51.6% | $2,552-56.5% |
| Participant deferral / active EE | $1,509 | $3,047-50.5% | $3,822-60.5% | $4,126-63.4% |
| Admin fee / account holder | $10,223 | $5,511+85.5% | $7,024+45.5% | $7,339+39.3% |