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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 | $8,513 | $58,627-85.5% | $76,735-88.9% | $82,448-89.7% |
| Participation rate | 84.8% | 63.2%+21.6pp | 69.5%+15.3pp | 68.1%+16.8pp |
| Annual return | 10.82% | 39.10%-28.3pp | 29.77%-18.9pp | 41.64%-30.8pp |
| Employer contribution / active EE | $2,046 | $1,729+18.3% | $2,454-16.6% | $2,551-19.8% |
| Participant deferral / active EE | $3,681 | $3,134+17.5% | $4,088-10.0% | $4,139-11.1% |
| Admin fee / account holder | $4,193 | $5,323-21.2% | $7,189-41.7% | $7,234-42.0% |