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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 | $81,418 | $55,684+46.2% | $75,900+7.3% | $72,976+11.6% |
| Participation rate | 95.0% | 61.1%+33.9pp | 69.3%+25.7pp | 69.5%+25.5pp |
| Annual return | 1.81% | 27.60%-25.8pp | 30.73%-28.9pp | 81.02%-79.2pp |
| Employer contribution / active EE | $1,021 | $1,687-39.5% | $2,501-59.2% | $2,440-58.1% |
| Participant deferral / active EE | $2,645 | $2,634+0.4% | $3,604-26.6% | $3,608-26.7% |
| Admin fee / account holder | $2,625 | $3,981-34.1% | $5,421-51.6% | $5,124-48.8% |