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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 | $62,748 | $58,851+6.6% | $115,170-45.5% | $72,983-14.0% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 2.22% | 23.16%-20.9pp | 35.60%-33.4pp | 81.01%-78.8pp |
| Employer contribution / active EE | $3,538 | $1,798+96.8% | $3,179+11.3% | $2,440+45.0% |
| Participant deferral / active EE | $3,645 | $2,643+37.9% | $4,169-12.6% | $3,608+1.0% |
| Admin fee / account holder | $608 | $6,370-90.5% | $7,089-91.4% | $5,124-88.1% |