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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 | $56,341 | $69,590-19.0% | $136,867-58.8% | $94,015-40.1% |
| Participation rate | 71.4% | 66.3%+5.1pp | 74.5%-3.1pp | 70.8%+0.6pp |
| Annual return | 10.12% | 19.62%-9.5pp | 42.97%-32.9pp | 17.84%-7.7pp |
| Employer contribution / active EE | $1,329 | $2,396-44.5% | $3,547-62.5% | $2,790-52.4% |
| Participant deferral / active EE | $2,754 | $3,437-19.9% | $4,924-44.1% | $4,249-35.2% |
| Admin fee / account holder | $3,651 | $8,912-59.0% | $10,340-64.7% | $8,951-59.2% |