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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 | $49,152 | $74,535-34.1% | $100,712-51.2% | $82,637-40.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 8.67% | 18.92%-10.3pp | 33.27%-24.6pp | 53.51%-44.8pp |
| Employer contribution / active EE | $1,663 | $1,503+10.7% | $2,313-28.1% | $2,552-34.8% |
| Participant deferral / active EE | $3,233 | $3,074+5.2% | $4,085-20.9% | $4,126-21.6% |
| Admin fee / account holder | $2,091 | $6,576-68.2% | $9,256-77.4% | $7,339-71.5% |