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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 | $34,223 | $43,075-20.6% | $74,577-54.1% | $62,881-45.6% |
| Participation rate | 79.3% | 58.1%+21.2pp | 68.1%+11.2pp | 69.3%+10.0pp |
| Annual return | 4.72% | 17.50%-12.8pp | 20.47%-15.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $2,205 | $1,498+47.3% | $2,525-12.7% | $2,281-3.3% |
| Participant deferral / active EE | $2,664 | $2,389+11.5% | $3,458-23.0% | $3,203-16.8% |
| Admin fee / account holder | $1,621 | $2,840-42.9% | $4,138-60.8% | $4,296-62.3% |