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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 | $41,449 | $72,492-42.8% | $87,104-52.4% | $72,975-43.2% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.9%-6.5pp | 69.5%+0.9pp |
| Annual return | 15.93% | 24.46%-8.5pp | 28.19%-12.3pp | 81.01%-65.1pp |
| Employer contribution / active EE | $1,126 | $1,894-40.5% | $2,521-55.3% | $2,440-53.8% |
| Participant deferral / active EE | $2,750 | $3,270-15.9% | $4,048-32.1% | $3,608-23.8% |
| Admin fee / account holder | $2,703 | $5,055-46.5% | $7,491-63.9% | $5,124-47.3% |