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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 | $50,894 | $64,359-20.9% | $90,161-43.6% | $70,126-27.4% |
| Participation rate | 96.8% | 70.4%+26.3pp | 76.9%+19.9pp | 69.5%+27.2pp |
| Annual return | 9.62% | 28.13%-18.5pp | 34.89%-25.3pp | 73.15%-63.5pp |
| Employer contribution / active EE | $575 | $2,046-71.9% | $3,318-82.7% | $2,343-75.5% |
| Participant deferral / active EE | $1,904 | $4,389-56.6% | $5,287-64.0% | $3,332-42.9% |
| Admin fee / account holder | $2,940 | $3,945-25.5% | $5,943-50.5% | $4,645-36.7% |