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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 | $41,505 | $76,407-45.7% | $150,298-72.4% | $82,448-49.7% |
| Participation rate | 72.1% | 66.4%+5.7pp | 77.8%-5.7pp | 68.1%+4.0pp |
| Annual return | 10.55% | 39.99%-29.4pp | 62.79%-52.2pp | 41.64%-31.1pp |
| Employer contribution / active EE | $2,691 | $2,614+2.9% | $4,154-35.2% | $2,551+5.5% |
| Participant deferral / active EE | $1,241 | $3,214-61.4% | $5,453-77.2% | $4,139-70.0% |
| Admin fee / account holder | $4,450 | $6,352-29.9% | $14,116-68.5% | $7,234-38.5% |