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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 | $31,563 | $86,949-63.7% | $102,460-69.2% | $80,959-61.0% |
| Participation rate | 88.7% | 72.4%+16.3pp | 76.5%+12.2pp | 67.7%+21.1pp |
| Annual return | 8.83% | 18.89%-10.1pp | 29.47%-20.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,142 | $2,370-51.8% | $3,025-62.2% | $2,757-58.6% |
| Participant deferral / active EE | $2,146 | $4,121-47.9% | $5,056-57.6% | $4,300-50.1% |
| Admin fee / account holder | $5,085 | $8,048-36.8% | $9,460-46.2% | $6,925-26.6% |