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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 | $54,640 | $58,627-6.8% | $76,735-28.8% | $82,448-33.7% |
| Participation rate | 98.5% | 63.2%+35.3pp | 69.5%+29.0pp | 68.1%+30.4pp |
| Annual return | 3.95% | 39.10%-35.2pp | 29.77%-25.8pp | 41.64%-37.7pp |
| Employer contribution / active EE | $3,748 | $1,729+116.8% | $2,454+52.7% | $2,551+46.9% |
| Participant deferral / active EE | $3,887 | $3,134+24.0% | $4,088-4.9% | $4,139-6.1% |
| Admin fee / account holder | $4,687 | $5,323-11.9% | $7,189-34.8% | $7,234-35.2% |