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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 | $34,671 | $89,532-61.3% | $103,447-66.5% | $80,925-57.2% |
| Participation rate | 78.1% | 76.0%+2.1pp | 80.5%-2.4pp | 67.7%+10.5pp |
| Annual return | 9.43% | 22.80%-13.4pp | 23.92%-14.5pp | 35.65%-26.2pp |
| Employer contribution / active EE | $2,415 | $4,023-40.0% | $4,678-48.4% | $2,756-12.4% |
| Participant deferral / active EE | $2,481 | $5,459-54.5% | $6,624-62.5% | $4,299-42.3% |
| Admin fee / account holder | $13,459 | $6,774+98.7% | $9,415+43.0% | $6,940+93.9% |