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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 | $67,329 | $58,828+14.5% | $78,002-13.7% | $62,881+7.1% |
| Participation rate | 80.6% | 71.1%+9.6pp | 75.5%+5.1pp | 69.3%+11.3pp |
| Annual return | 2.12% | 17.16%-15.0pp | 425.99%-423.9pp | 20.14%-18.0pp |
| Employer contribution / active EE | $1,323 | $1,672-20.9% | $2,470-46.4% | $2,281-42.0% |
| Participant deferral / active EE | $1,934 | $2,686-28.0% | $3,497-44.7% | $3,203-39.6% |
| Admin fee / account holder | $5,776 | $4,393+31.5% | $5,481+5.4% | $4,296+34.5% |