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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 | $60,661 | $85,515-29.1% | $112,040-45.9% | $67,986-10.8% |
| Participation rate | 71.1% | 68.2%+2.9pp | 76.5%-5.4pp | 57.2%+13.9pp |
| Annual return | 12.60% | 29.68%-17.1pp | 24.52%-11.9pp | 31.67%-19.1pp |
| Employer contribution / active EE | $1,383 | $2,191-36.9% | $2,954-53.2% | $2,019-31.5% |
| Participant deferral / active EE | $2,258 | $4,014-43.7% | $5,098-55.7% | $3,358-32.8% |
| Admin fee / account holder | $7,455 | $3,774+97.5% | $12,098-38.4% | $3,203+132.7% |