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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 | $65,712 | $73,787-10.9% | $98,716-33.4% | $82,448-20.3% |
| Participation rate | 90.6% | 61.4%+29.2pp | 69.3%+21.3pp | 68.1%+22.6pp |
| Annual return | 11.21% | 18.57%-7.4pp | 31.81%-20.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,528 | $1,511+1.1% | $2,279-32.9% | $2,551-40.1% |
| Participant deferral / active EE | $3,802 | $3,081+23.4% | $4,048-6.1% | $4,139-8.2% |
| Admin fee / account holder | $3,329 | $6,500-48.8% | $8,703-61.7% | $7,234-54.0% |