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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 | $51,121 | $46,596+9.7% | $64,099-20.2% | $75,181-32.0% |
| Participation rate | 94.1% | 65.9%+28.2pp | 72.3%+21.8pp | 67.2%+26.9pp |
| Annual return | 9.76% | 26.04%-16.3pp | 33.70%-23.9pp | 160.69%-150.9pp |
| Employer contribution / active EE | $2,748 | $1,975+39.2% | $2,7480% | $2,671+2.9% |
| Participant deferral / active EE | $5,376 | $2,837+89.5% | $3,881+38.5% | $4,126+30.3% |
| Admin fee / account holder | $2,164 | $2,954-26.8% | $3,070-29.5% | $5,650-61.7% |