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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 | $73,949 | $54,541+35.6% | $78,778-6.1% | $70,126+5.5% |
| Participation rate | 82.1% | 60.8%+21.3pp | 69.2%+13.0pp | 69.5%+12.6pp |
| Annual return | 5.24% | 21.07%-15.8pp | 35.62%-30.4pp | 73.15%-67.9pp |
| Employer contribution / active EE | $1,632 | $1,089+49.9% | $1,986-17.8% | $2,343-30.3% |
| Participant deferral / active EE | $1,632 | $2,210-26.2% | $2,958-44.8% | $3,332-51.0% |
| Admin fee / account holder | $3,176 | $3,709-14.4% | $5,134-38.1% | $4,645-31.6% |