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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 | $46,808 | $64,920-27.9% | $103,693-54.9% | $86,983-46.2% |
| Participation rate | 71.9% | 63.6%+8.3pp | 72.6%-0.8pp | 69.5%+2.3pp |
| Annual return | 11.35% | 30.29%-18.9pp | 47.61%-36.3pp | 25.83%-14.5pp |
| Employer contribution / active EE | $609 | $2,141-71.6% | $2,920-79.1% | $2,584-76.4% |
| Participant deferral / active EE | $2,570 | $3,241-20.7% | $4,579-43.9% | $4,194-38.7% |
| Admin fee / account holder | $3,883 | $6,191-37.3% | $7,858-50.6% | $7,856-50.6% |