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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 | $57,991 | $55,713+4.1% | $75,901-23.6% | $72,975-20.5% |
| Participation rate | 92.7% | 61.1%+31.6pp | 69.3%+23.4pp | 69.5%+23.2pp |
| Annual return | 3.12% | 27.60%-24.5pp | 30.76%-27.6pp | 81.01%-77.9pp |
| Employer contribution / active EE | $1,666 | $1,687-1.2% | $2,501-33.4% | $2,440-31.7% |
| Participant deferral / active EE | $3,163 | $2,634+20.1% | $3,603-12.2% | $3,608-12.3% |
| Admin fee / account holder | $557 | $3,980-86.0% | $5,420-89.7% | $5,124-89.1% |