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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 | $96,005 | $52,306+83.5% | $69,779+37.6% | $62,881+52.7% |
| Participation rate | 80.0% | 67.2%+12.8pp | 71.8%+8.2pp | 69.3%+10.7pp |
| Annual return | 3.47% | 13.35%-9.9pp | 12.99%-9.5pp | 20.14%-16.7pp |
| Employer contribution / active EE | $604 | $1,799-66.4% | $2,338-74.2% | $2,281-73.5% |
| Participant deferral / active EE | $4,496 | $2,395+87.7% | $2,931+53.4% | $3,203+40.4% |
| Admin fee / account holder | $1,118 | $3,691-69.7% | $4,381-74.5% | $4,296-74.0% |