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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 | $40,074 | $81,331-50.7% | $155,534-74.2% | $80,935-50.5% |
| Participation rate | 86.9% | 66.3%+20.6pp | 78.2%+8.7pp | 67.7%+19.2pp |
| Annual return | 10.15% | 33.37%-23.2pp | 64.92%-54.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $4,228 | $3,105+36.2% | $4,675-9.5% | $2,757+53.4% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,145 | $7,999-48.2% | $15,900-73.9% | $6,924-40.1% |