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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 | $43,494 | $54,541-20.3% | $78,778-44.8% | $70,126-38.0% |
| Participation rate | 82.3% | 60.8%+21.5pp | 69.2%+13.1pp | 69.5%+12.7pp |
| Annual return | 9.17% | 21.07%-11.9pp | 35.62%-26.4pp | 73.15%-64.0pp |
| Employer contribution / active EE | $1,290 | $1,089+18.5% | $1,986-35.0% | $2,343-44.9% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,051 | $3,709-44.7% | $5,134-60.0% | $4,645-55.8% |