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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 | $46,555 | $58,627-20.6% | $76,735-39.3% | $82,448-43.5% |
| Participation rate | 89.1% | 63.2%+25.9pp | 69.5%+19.6pp | 68.1%+21.1pp |
| Annual return | 12.94% | 39.10%-26.2pp | 29.77%-16.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,854 | $1,729+7.2% | $2,454-24.5% | $2,551-27.3% |
| Participant deferral / active EE | $1,641 | $3,134-47.6% | $4,088-59.9% | $4,139-60.4% |
| Admin fee / account holder | $2,075 | $5,323-61.0% | $7,189-71.1% | $7,234-71.3% |