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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 | $56,890 | $60,349-5.7% | $74,184-23.3% | $62,881-9.5% |
| Participation rate | 98.8% | 72.7%+26.0pp | 76.6%+22.1pp | 69.3%+29.5pp |
| Annual return | 3.19% | 21.38%-18.2pp | 17.74%-14.5pp | 20.14%-17.0pp |
| Employer contribution / active EE | $2,083 | $1,680+23.9% | $2,370-12.1% | $2,281-8.7% |
| Participant deferral / active EE | $2,010 | $2,856-29.6% | $3,550-43.4% | $3,203-37.2% |
| Admin fee / account holder | $1,990 | $4,261-53.3% | $5,586-64.4% | $4,296-53.7% |