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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 | $65,058 | $106,749-39.1% | $145,433-55.3% | $82,448-21.1% |
| Participation rate | 92.0% | 75.6%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 5.68% | 27.59%-21.9pp | 66.58%-60.9pp | 41.64%-36.0pp |
| Employer contribution / active EE | $3,784 | $3,444+9.9% | $4,554-16.9% | $2,551+48.3% |
| Participant deferral / active EE | $4,807 | $6,519-26.3% | $7,897-39.1% | $4,139+16.1% |
| Admin fee / account holder | $13,646 | $8,390+62.7% | $13,129+3.9% | $7,234+88.6% |