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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 | $36,685 | $56,287-34.8% | $80,977-54.7% | $62,881-41.7% |
| Participation rate | 98.3% | 68.9%+29.4pp | 75.8%+22.5pp | 69.3%+29.0pp |
| Annual return | 5.57% | 22.13%-16.6pp | 17.11%-11.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $796 | $1,943-59.0% | $3,715-78.6% | $2,281-65.1% |
| Participant deferral / active EE | $2,108 | $4,196-49.7% | $5,696-63.0% | $3,203-34.2% |
| Admin fee / account holder | $5,047 | $3,742+34.9% | $5,517-8.5% | $4,296+17.5% |