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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 | $40,498 | $46,599-13.1% | $64,101-36.8% | $75,173-46.1% |
| Participation rate | 89.9% | 65.9%+23.9pp | 72.3%+17.5pp | 67.2%+22.7pp |
| Annual return | 10.22% | 26.06%-15.8pp | 33.72%-23.5pp | 160.72%-150.5pp |
| Employer contribution / active EE | $3,122 | $1,975+58.0% | $2,749+13.6% | $2,671+16.9% |
| Participant deferral / active EE | $2,720 | $2,837-4.1% | $3,881-29.9% | $4,126-34.1% |
| Admin fee / account holder | $615 | $2,956-79.2% | $3,070-80.0% | $5,651-89.1% |