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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 | $39,657 | $81,276-51.2% | $155,574-74.5% | $80,925-51.0% |
| Participation rate | 78.9% | 66.2%+12.6pp | 78.2%+0.7pp | 67.7%+11.2pp |
| Annual return | 10.48% | 33.36%-22.9pp | 64.87%-54.4pp | 35.65%-25.2pp |
| Employer contribution / active EE | $4,326 | $3,103+39.4% | $4,676-7.5% | $2,756+57.0% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,379 | $7,993+54.9% | $15,914-22.2% | $6,940+78.4% |