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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 | $142,972-68.8% | $214,702-79.2% | $86,983-48.7% |
| Participation rate | 98.1% | 84.9%+13.2pp | 87.5%+10.6pp | 69.5%+28.5pp |
| Annual return | 10.18% | 18.49%-8.3pp | 54.55%-44.4pp | 25.83%-15.7pp |
| Employer contribution / active EE | $2,885 | $4,635-37.8% | $6,461-55.4% | $2,584+11.6% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $9,923 | $17,617-43.7% | $19,830-50.0% | $7,856+26.3% |