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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 | $63,500 | $49,249+28.9% | $70,476-9.9% | $79,852-20.5% |
| Participation rate | 84.3% | 69.2%+15.1pp | 75.1%+9.2pp | 69.6%+14.6pp |
| Annual return | 3.35% | 30.09%-26.7pp | 109.12%-105.8pp | 31.72%-28.4pp |
| Employer contribution / active EE | $1,817 | $2,100-13.5% | $2,738-33.6% | $2,471-26.5% |
| Participant deferral / active EE | $3,488 | $2,769+26.0% | $3,710-6.0% | $3,740-6.8% |
| Admin fee / account holder | $3,055 | $2,878+6.2% | $3,847-20.6% | $5,306-42.4% |