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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 | $50,624 | $49,255+2.8% | $70,494-28.2% | $79,856-36.6% |
| Participation rate | 71.7% | 69.2%+2.5pp | 75.1%-3.4pp | 69.6%+2.0pp |
| Annual return | 5.74% | 30.10%-24.4pp | 109.16%-103.4pp | 31.71%-26.0pp |
| Employer contribution / active EE | $4,036 | $2,100+92.2% | $2,738+47.4% | $2,471+63.3% |
| Participant deferral / active EE | $2,516 | $2,768-9.1% | $3,711-32.2% | $3,741-32.7% |
| Admin fee / account holder | $1,120 | $2,879-61.1% | $3,848-70.9% | $5,306-78.9% |