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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 | $23,330+13.2% | $64,489-59.1% | $82,448-68.0% |
| Participation rate | 70.0% | 68.3%+1.7pp | 67.7%+2.3pp | 68.1%+1.9pp |
| Annual return | 12.60% | 83.66%-71.1pp | 55.03%-42.4pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,721 | $824+108.8% | $1,523+13.0% | $2,551-32.5% |
| Participant deferral / active EE | $2,480 | $1,707+45.2% | $2,778-10.7% | $4,139-40.1% |
| Admin fee / account holder | $1,070 | $2,946-63.7% | $4,260-74.9% | $7,234-85.2% |