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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 | $47,271 | $45,087+4.8% | $69,483-32.0% | $72,976-35.2% |
| Participation rate | 84.4% | 68.5%+15.9pp | 74.6%+9.8pp | 69.5%+14.9pp |
| Annual return | 3.06% | 22.67%-19.6pp | 28.99%-25.9pp | 81.02%-78.0pp |
| Employer contribution / active EE | $638 | $2,055-68.9% | $2,780-77.0% | $2,440-73.8% |
| Participant deferral / active EE | $3,199 | $2,603+22.9% | $3,537-9.5% | $3,608-11.3% |
| Admin fee / account holder | $307 | $3,057-90.0% | $3,841-92.0% | $5,124-94.0% |