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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 | $57,221 | $91,559-37.5% | $133,978-57.3% | $79,856-28.3% |
| Participation rate | 72.1% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.5pp |
| Annual return | 3.86% | 61.85%-58.0pp | 45.10%-41.2pp | 31.71%-27.8pp |
| Employer contribution / active EE | $2,258 | $2,384-5.3% | $3,919-42.4% | $2,471-8.6% |
| Participant deferral / active EE | $4,018 | $3,734+7.6% | $5,047-20.4% | $3,741+7.4% |
| Admin fee / account holder | $2,428 | $6,321-61.6% | $8,930-72.8% | $5,306-54.2% |