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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 | $51,272 | $86,919-41.0% | $102,457-50.0% | $80,911-36.6% |
| Participation rate | 84.0% | 72.4%+11.6pp | 76.5%+7.5pp | 67.6%+16.4pp |
| Annual return | 7.64% | 18.90%-11.3pp | 29.41%-21.8pp | 35.63%-28.0pp |
| Employer contribution / active EE | $1,410 | $2,368-40.5% | $3,022-53.3% | $2,756-48.8% |
| Participant deferral / active EE | $2,513 | $4,119-39.0% | $5,054-50.3% | $4,297-41.5% |
| Admin fee / account holder | $591 | $8,049-92.7% | $9,451-93.8% | $6,935-91.5% |