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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 | $78,690-47.3% | $161,489-74.3% | $87,485-52.6% |
| Participation rate | 72.1% | 67.5%+4.6pp | 78.7%-6.6pp | 68.9%+3.2pp |
| Annual return | 10.55% | 32.74%-22.2pp | 89.72%-79.2pp | 26.06%-15.5pp |
| Employer contribution / active EE | $2,691 | $2,588+4.0% | $4,268-37.0% | $2,596+3.6% |
| Participant deferral / active EE | $1,241 | $3,311-62.5% | $5,630-78.0% | $4,274-71.0% |
| Admin fee / account holder | $4,450 | $6,724-33.8% | $16,006-72.2% | $7,775-42.8% |