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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 | $44,655 | $145,431-69.3% | $211,142-78.9% | $87,485-49.0% |
| Participation rate | 98.1% | 84.7%+13.3pp | 87.3%+10.8pp | 68.9%+29.1pp |
| Annual return | 10.18% | 27.21%-17.0pp | 46.84%-36.7pp | 26.06%-15.9pp |
| Employer contribution / active EE | $2,885 | $4,662-38.1% | $6,442-55.2% | $2,596+11.1% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,923 | $17,052-41.8% | $19,076-48.0% | $7,775+27.6% |