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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 | $47,107 | $65,395-28.0% | $182,531-74.2% | $72,983-35.5% |
| Participation rate | 77.8% | 65.4%+12.3pp | 78.0%-0.2pp | 69.5%+8.3pp |
| Annual return | 11.52% | 27.68%-16.2pp | 148.57%-137.1pp | 81.01%-69.5pp |
| Employer contribution / active EE | $1,577 | $1,911-17.5% | $4,075-61.3% | $2,440-35.4% |
| Participant deferral / active EE | $3,807 | $3,563+6.9% | $5,525-31.1% | $3,608+5.5% |
| Admin fee / account holder | $1,965 | $4,245-53.7% | $8,593-77.1% | $5,124-61.6% |