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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 | $52,241 | $81,233-35.7% | $155,567-66.4% | $80,874-35.4% |
| Participation rate | 85.4% | 66.2%+19.2pp | 78.2%+7.2pp | 67.6%+17.8pp |
| Annual return | 4.79% | 33.33%-28.5pp | 64.74%-59.9pp | 35.62%-30.8pp |
| Employer contribution / active EE | $2,696 | $3,101-13.1% | $4,674-42.3% | $2,756-2.2% |
| Participant deferral / active EE | $3,570 | $3,452+3.4% | $5,628-36.6% | $4,297-16.9% |
| Admin fee / account holder | $7,064 | $7,998-11.7% | $15,916-55.6% | $6,935+1.9% |