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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 | $30,264 | $69,590-56.5% | $136,867-77.9% | $94,015-67.8% |
| Participation rate | 76.9% | 66.3%+10.6pp | 74.5%+2.4pp | 70.8%+6.1pp |
| Annual return | 9.11% | 19.62%-10.5pp | 42.97%-33.9pp | 17.84%-8.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,655 | $3,437-51.8% | $4,924-66.4% | $4,249-61.1% |
| Admin fee / account holder | $10,987 | $8,912+23.3% | $10,340+6.3% | $8,951+22.7% |