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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 | $78,690-34.0% | $161,489-67.8% | $87,485-40.6% |
| Participation rate | 71.1% | 67.5%+3.6pp | 78.7%-7.6pp | 68.9%+2.1pp |
| Annual return | 10.49% | 32.74%-22.3pp | 89.72%-79.2pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,145 | $2,588-55.8% | $4,268-73.2% | $2,596-55.9% |
| Participant deferral / active EE | $3,134 | $3,311-5.3% | $5,630-44.3% | $4,274-26.7% |
| Admin fee / account holder | $11,935 | $6,724+77.5% | $16,006-25.4% | $7,775+53.5% |