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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 | $41,415 | $78,690-47.4% | $161,489-74.4% | $87,485-52.7% |
| Participation rate | 74.4% | 67.5%+6.9pp | 78.7%-4.3pp | 68.9%+5.4pp |
| Annual return | 5.48% | 32.74%-27.3pp | 89.72%-84.2pp | 26.06%-20.6pp |
| Employer contribution / active EE | $2,019 | $2,588-22.0% | $4,268-52.7% | $2,596-22.3% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,919 | $6,724+2.9% | $16,006-56.8% | $7,775-11.0% |