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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 | $68,487 | $63,365+8.1% | $91,994-25.6% | $72,975-6.2% |
| Participation rate | 80.0% | 72.5%+7.5pp | 78.6%+1.4pp | 69.5%+10.5pp |
| Annual return | 12.61% | 35.35%-22.7pp | 69.04%-56.4pp | 81.01%-68.4pp |
| Employer contribution / active EE | $1,326 | $2,116-37.3% | $3,453-61.6% | $2,440-45.7% |
| Participant deferral / active EE | $3,099 | $4,883-36.5% | $5,924-47.7% | $3,608-14.1% |
| Admin fee / account holder | $3,212 | $4,670-31.2% | $7,744-58.5% | $5,124-37.3% |