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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 | $50,844 | $39,132+29.9% | $57,196-11.1% | $62,881-19.1% |
| Participation rate | 88.5% | 70.5%+18.0pp | 75.3%+13.1pp | 69.3%+19.2pp |
| Annual return | -0.83% | 9.24%-10.1pp | 14.59%-15.4pp | 20.14%-21.0pp |
| Employer contribution / active EE | $1,362 | $1,874-27.3% | $2,683-49.2% | $2,281-40.3% |
| Participant deferral / active EE | $2,137 | $2,374-10.0% | $3,096-31.0% | $3,203-33.3% |
| Admin fee / account holder | $5,261 | $2,594+102.8% | $3,141+67.5% | $4,296+22.5% |