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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 | $53,949 | $45,082+19.7% | $69,464-22.3% | $72,975-26.1% |
| Participation rate | 85.5% | 68.5%+17.0pp | 74.6%+10.9pp | 69.5%+16.0pp |
| Annual return | 5.62% | 22.66%-17.0pp | 28.98%-23.4pp | 81.01%-75.4pp |
| Employer contribution / active EE | $726 | $2,055-64.7% | $2,779-73.9% | $2,440-70.2% |
| Participant deferral / active EE | $2,484 | $2,604-4.6% | $3,536-29.7% | $3,608-31.1% |
| Admin fee / account holder | $3,859 | $3,057+26.2% | $3,840+0.5% | $5,124-24.7% |