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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 | $79,675 | $58,851+35.4% | $115,170-30.8% | $72,975+9.2% |
| Participation rate | 92.9% | 65.5%+27.3pp | 75.9%+16.9pp | 69.5%+23.4pp |
| Annual return | 9.03% | 23.16%-14.1pp | 35.60%-26.6pp | 81.01%-72.0pp |
| Employer contribution / active EE | $2,143 | $1,798+19.2% | $3,179-32.6% | $2,440-12.2% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,132 | $6,370-50.8% | $7,089-55.8% | $5,124-38.9% |