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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 | $40,568 | $46,596-12.9% | $64,099-36.7% | $75,181-46.0% |
| Participation rate | 94.1% | 65.9%+28.2pp | 72.3%+21.8pp | 67.2%+26.9pp |
| Annual return | 1.92% | 26.04%-24.1pp | 33.70%-31.8pp | 160.69%-158.8pp |
| Employer contribution / active EE | $2,163 | $1,975+9.5% | $2,748-21.3% | $2,671-19.0% |
| Participant deferral / active EE | $5,493 | $2,837+93.6% | $3,881+41.5% | $4,126+33.1% |
| Admin fee / account holder | $1,556 | $2,954-47.3% | $3,070-49.3% | $5,650-72.5% |