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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 | $43,645 | $76,551-43.0% | $123,894-64.8% | $62,881-30.6% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 3.36% | 18.68%-15.3pp | 47.52%-44.2pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,750 | $2,882-39.3% | $4,617-62.1% | $2,281-23.3% |
| Participant deferral / active EE | $2,941 | $4,840-39.2% | $5,984-50.9% | $3,203-8.2% |
| Admin fee / account holder | $2,953 | $4,826-38.8% | $8,357-64.7% | $4,296-31.3% |