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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 | $74,535-11.8% | $100,712-34.8% | $82,637-20.5% |
| Participation rate | 90.6% | 61.2%+29.5pp | 69.3%+21.3pp | 68.1%+22.6pp |
| Annual return | 11.21% | 18.92%-7.7pp | 33.27%-22.1pp | 53.51%-42.3pp |
| Employer contribution / active EE | $1,528 | $1,503+1.7% | $2,313-33.9% | $2,552-40.1% |
| Participant deferral / active EE | $3,802 | $3,074+23.7% | $4,085-6.9% | $4,126-7.9% |
| Admin fee / account holder | $3,329 | $6,576-49.4% | $9,256-64.0% | $7,339-54.6% |