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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 | $57,511 | $52,836+8.8% | $105,738-45.6% | $64,173-10.4% |
| Participation rate | 89.1% | 66.5%+22.6pp | 76.3%+12.8pp | 69.6%+19.6pp |
| Annual return | -8.02% | 14.30%-22.3pp | 6.27%-14.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,236 | $1,827+22.4% | $3,268-31.6% | $2,381-6.1% |
| Participant deferral / active EE | $1,536 | $2,545-39.7% | $4,080-62.4% | $3,470-55.7% |
| Admin fee / account holder | $4,557 | $3,959+15.1% | $6,913-34.1% | $4,887-6.8% |