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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 | $81,358-35.8% | $155,556-66.4% | $80,959-35.5% |
| Participation rate | 85.4% | 66.3%+19.2pp | 78.2%+7.2pp | 67.7%+17.7pp |
| Annual return | 4.79% | 33.39%-28.6pp | 64.84%-60.0pp | 35.67%-30.9pp |
| Employer contribution / active EE | $2,696 | $3,106-13.2% | $4,675-42.3% | $2,757-2.2% |
| Participant deferral / active EE | $3,570 | $3,455+3.3% | $5,631-36.6% | $4,300-17.0% |
| Admin fee / account holder | $7,064 | $7,994-11.6% | $15,885-55.5% | $6,925+2.0% |