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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 | $75,720-41.3% | $90,312-50.8% | $86,983-48.9% |
| Participation rate | 84.0% | 66.3%+17.7pp | 72.9%+11.1pp | 69.5%+14.5pp |
| Annual return | 10.59% | 18.55%-8.0pp | 18.90%-8.3pp | 25.83%-15.2pp |
| Employer contribution / active EE | $1,110 | $1,945-42.9% | $2,243-50.5% | $2,584-57.0% |
| Participant deferral / active EE | $1,509 | $3,001-49.7% | $3,749-59.7% | $4,194-64.0% |
| Admin fee / account holder | $10,223 | $6,201+64.9% | $8,248+23.9% | $7,856+30.1% |