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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 | $48,602 | $73,787-34.1% | $98,716-50.8% | $82,448-41.1% |
| Participation rate | 98.0% | 61.4%+36.6pp | 69.3%+28.7pp | 68.1%+30.0pp |
| Annual return | 8.34% | 18.57%-10.2pp | 31.81%-23.5pp | 41.64%-33.3pp |
| Employer contribution / active EE | $2,833 | $1,511+87.5% | $2,279+24.3% | $2,551+11.1% |
| Participant deferral / active EE | $4,428 | $3,081+43.7% | $4,048+9.4% | $4,139+7.0% |
| Admin fee / account holder | $1,390 | $6,500-78.6% | $8,703-84.0% | $7,234-80.8% |