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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 | $51,930 | $76,407-32.0% | $150,298-65.4% | $82,448-37.0% |
| Participation rate | 71.1% | 66.4%+4.7pp | 77.8%-6.7pp | 68.1%+3.0pp |
| Annual return | 10.49% | 39.99%-29.5pp | 62.79%-52.3pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,145 | $2,614-56.2% | $4,154-72.4% | $2,551-55.1% |
| Participant deferral / active EE | $3,134 | $3,214-2.5% | $5,453-42.5% | $4,139-24.3% |
| Admin fee / account holder | $11,935 | $6,352+87.9% | $14,116-15.5% | $7,234+65.0% |