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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 | $31,842 | $54,757-41.8% | $90,304-64.7% | $72,975-56.4% |
| Participation rate | 80.0% | 65.2%+14.8pp | 73.3%+6.7pp | 69.5%+10.5pp |
| Annual return | 4.75% | 30.63%-25.9pp | 78.13%-73.4pp | 81.01%-76.3pp |
| Employer contribution / active EE | $840 | $2,093-59.9% | $2,855-70.6% | $2,440-65.6% |
| Participant deferral / active EE | $3,401 | $2,887+17.8% | $3,885-12.5% | $3,608-5.7% |
| Admin fee / account holder | $3,931 | $3,973-1.1% | $5,354-26.6% | $5,124-23.3% |