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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 | $37,907 | $46,534-18.5% | $64,097-40.9% | $75,177-49.6% |
| Participation rate | 85.2% | 65.9%+19.2pp | 72.3%+12.9pp | 67.2%+18.0pp |
| Annual return | 5.76% | 26.07%-20.3pp | 33.75%-28.0pp | 160.75%-155.0pp |
| Employer contribution / active EE | $682 | $1,976-65.5% | $2,750-75.2% | $2,671-74.5% |
| Participant deferral / active EE | $1,843 | $2,835-35.0% | $3,881-52.5% | $4,126-55.3% |
| Admin fee / account holder | $3,054 | $2,957+3.3% | $3,070-0.5% | $5,651-46.0% |