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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 | $44,956 | $45,087-0.3% | $69,483-35.3% | $72,976-38.4% |
| Participation rate | 76.6% | 68.5%+8.1pp | 74.6%+2.0pp | 69.5%+7.1pp |
| Annual return | 0.39% | 22.67%-22.3pp | 28.99%-28.6pp | 81.02%-80.6pp |
| Employer contribution / active EE | $493 | $2,055-76.0% | $2,780-82.3% | $2,440-79.8% |
| Participant deferral / active EE | $3,293 | $2,603+26.5% | $3,537-6.9% | $3,608-8.7% |
| Admin fee / account holder | $5,096 | $3,057+66.7% | $3,841+32.7% | $5,124-0.5% |