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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 | $90,220 | $56,894+58.6% | $84,753+6.5% | $62,881+43.5% |
| Participation rate | 87.1% | 68.5%+18.6pp | 76.6%+10.5pp | 69.3%+17.8pp |
| Annual return | 3.99% | 6.30%-2.3pp | 22.78%-18.8pp | 20.14%-16.1pp |
| Employer contribution / active EE | $2,419 | $2,400+0.8% | $3,574-32.3% | $2,281+6.1% |
| Participant deferral / active EE | $2,695 | $2,709-0.5% | $3,712-27.4% | $3,203-15.9% |
| Admin fee / account holder | $3,715 | $3,581+3.7% | $5,333-30.3% | $4,296-13.5% |