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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 | $28,799 | $81,276-64.6% | $155,574-81.5% | $80,925-64.4% |
| Participation rate | 70.8% | 66.2%+4.6pp | 78.2%-7.4pp | 67.7%+3.2pp |
| Annual return | 9.72% | 33.36%-23.6pp | 64.87%-55.1pp | 35.65%-25.9pp |
| Employer contribution / active EE | $1,257 | $3,103-59.5% | $4,676-73.1% | $2,756-54.4% |
| Participant deferral / active EE | $2,430 | $3,453-29.6% | $5,629-56.8% | $4,299-43.5% |
| Admin fee / account holder | $2,078 | $7,993-74.0% | $15,914-86.9% | $6,940-70.1% |