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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 | $44,190 | $81,358-45.7% | $155,556-71.6% | $80,959-45.4% |
| Participation rate | 73.2% | 66.3%+6.9pp | 78.2%-5.1pp | 67.7%+5.5pp |
| Annual return | 10.07% | 33.39%-23.3pp | 64.84%-54.8pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,858 | $3,106-40.2% | $4,675-60.3% | $2,757-32.6% |
| Participant deferral / active EE | $2,163 | $3,455-37.4% | $5,631-61.6% | $4,300-49.7% |
| Admin fee / account holder | $5,682 | $7,994-28.9% | $15,885-64.2% | $6,925-17.9% |