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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 | $65,197 | $67,602-3.6% | $82,312-20.8% | $70,126-7.0% |
| Participation rate | 93.1% | 72.8%+20.3pp | 76.9%+16.2pp | 69.5%+23.6pp |
| Annual return | 6.43% | 21.57%-15.1pp | 25.88%-19.4pp | 73.15%-66.7pp |
| Employer contribution / active EE | $1,987 | $1,755+13.2% | $2,428-18.2% | $2,343-15.2% |
| Participant deferral / active EE | $1,772 | $2,987-40.7% | $3,706-52.2% | $3,332-46.8% |
| Admin fee / account holder | $2,781 | $4,512-38.4% | $5,608-50.4% | $4,645-40.1% |