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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 | $55,364 | $77,896-28.9% | $134,172-58.7% | $82,448-32.8% |
| Participation rate | 81.8% | 62.8%+19.0pp | 72.5%+9.4pp | 68.1%+13.8pp |
| Annual return | 9.34% | 18.21%-8.9pp | 25.30%-16.0pp | 41.64%-32.3pp |
| Employer contribution / active EE | $1,647 | $2,159-23.7% | $3,420-51.8% | $2,551-35.4% |
| Participant deferral / active EE | $1,859 | $3,162-41.2% | $4,690-60.4% | $4,139-55.1% |
| Admin fee / account holder | $7,256 | $6,336+14.5% | $12,016-39.6% | $7,234+0.3% |