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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 | $26,403 | $49,024-46.1% | $112,860-76.6% | $87,485-69.8% |
| Participation rate | 70.0% | 62.2%+7.8pp | 66.3%+3.7pp | 68.9%+1.1pp |
| Annual return | 12.60% | 43.86%-31.3pp | 35.26%-22.7pp | 26.06%-13.5pp |
| Employer contribution / active EE | $1,721 | $1,290+33.4% | $2,206-22.0% | $2,596-33.7% |
| Participant deferral / active EE | $2,480 | $2,209+12.3% | $3,493-29.0% | $4,274-42.0% |
| Admin fee / account holder | $1,070 | $6,266-82.9% | $6,841-84.4% | $7,775-86.2% |