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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 | $52,308 | $54,763-4.5% | $90,324-42.1% | $72,976-28.3% |
| Participation rate | 85.7% | 65.2%+20.6pp | 73.3%+12.4pp | 69.5%+16.2pp |
| Annual return | 2.69% | 30.63%-27.9pp | 78.15%-75.5pp | 81.02%-78.3pp |
| Employer contribution / active EE | $826 | $2,093-60.5% | $2,856-71.1% | $2,440-66.1% |
| Participant deferral / active EE | $1,430 | $2,887-50.5% | $3,885-63.2% | $3,608-60.4% |
| Admin fee / account holder | $4,956 | $3,973+24.7% | $5,356-7.5% | $5,124-3.3% |