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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 | $95,757 | $76,551+25.1% | $123,894-22.7% | $62,881+52.3% |
| Participation rate | 92.6% | 73.0%+19.6pp | 81.4%+11.2pp | 69.3%+23.3pp |
| Annual return | 4.27% | 18.68%-14.4pp | 47.52%-43.2pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,057 | $2,882-63.3% | $4,617-77.1% | $2,281-53.6% |
| Participant deferral / active EE | $5,696 | $4,840+17.7% | $5,984-4.8% | $3,203+77.8% |
| Admin fee / account holder | $1,445 | $4,826-70.1% | $8,357-82.7% | $4,296-66.4% |