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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 | $81,262-45.6% | $155,602-71.6% | $80,911-45.4% |
| Participation rate | 73.2% | 66.2%+6.9pp | 78.2%-5.0pp | 67.6%+5.5pp |
| Annual return | 10.07% | 33.34%-23.3pp | 64.81%-54.7pp | 35.63%-25.6pp |
| Employer contribution / active EE | $1,858 | $3,102-40.1% | $4,675-60.3% | $2,756-32.6% |
| Participant deferral / active EE | $2,163 | $3,451-37.3% | $5,629-61.6% | $4,297-49.7% |
| Admin fee / account holder | $5,682 | $7,992-28.9% | $15,923-64.3% | $6,935-18.1% |