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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 | $58,177 | $81,331-28.5% | $155,534-62.6% | $80,935-28.1% |
| Participation rate | 87.9% | 66.3%+21.6pp | 78.2%+9.7pp | 67.7%+20.2pp |
| Annual return | 10.53% | 33.37%-22.8pp | 64.92%-54.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $1,964 | $3,105-36.7% | $4,675-58.0% | $2,757-28.7% |
| Participant deferral / active EE | $3,402 | $3,454-1.5% | $5,630-39.6% | $4,299-20.9% |
| Admin fee / account holder | $5,938 | $7,999-25.8% | $15,900-62.7% | $6,924-14.2% |