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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 | $41,603 | $78,690-47.1% | $161,489-74.2% | $87,485-52.4% |
| Participation rate | 79.2% | 67.5%+11.7pp | 78.7%+0.5pp | 68.9%+10.2pp |
| Annual return | 11.01% | 32.74%-21.7pp | 89.72%-78.7pp | 26.06%-15.0pp |
| Employer contribution / active EE | $2,004 | $2,588-22.6% | $4,268-53.0% | $2,596-22.8% |
| Participant deferral / active EE | $3,881 | $3,311+17.2% | $5,630-31.1% | $4,274-9.2% |
| Admin fee / account holder | $1,743 | $6,724-74.1% | $16,006-89.1% | $7,775-77.6% |