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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 | $22,991 | $64,920-64.6% | $103,693-77.8% | $86,983-73.6% |
| Participation rate | 79.7% | 63.6%+16.2pp | 72.6%+7.1pp | 69.5%+10.2pp |
| Annual return | 7.41% | 30.29%-22.9pp | 47.61%-40.2pp | 25.83%-18.4pp |
| Employer contribution / active EE | $1,915 | $2,141-10.6% | $2,920-34.4% | $2,584-25.9% |
| Participant deferral / active EE | $2,618 | $3,241-19.2% | $4,579-42.8% | $4,194-37.6% |
| Admin fee / account holder | $3,262 | $6,191-47.3% | $7,858-58.5% | $7,856-58.5% |