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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 | $50,106 | $56,277-11.0% | $80,976-38.1% | $62,891-20.3% |
| Participation rate | 85.3% | 69.0%+16.3pp | 75.8%+9.5pp | 69.3%+16.0pp |
| Annual return | 5.64% | 22.12%-16.5pp | 17.10%-11.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,523 | $1,943-21.6% | $3,714-59.0% | $2,281-33.2% |
| Participant deferral / active EE | $3,677 | $4,195-12.4% | $5,696-35.5% | $3,203+14.8% |
| Admin fee / account holder | $2,101 | $3,741-43.8% | $5,516-61.9% | $4,296-51.1% |