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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 | $45,807 | $48,364-5.3% | $71,796-36.2% | $62,881-27.2% |
| Participation rate | 74.2% | 60.6%+13.6pp | 69.1%+5.1pp | 69.3%+4.9pp |
| Annual return | 4.25% | 13.16%-8.9pp | 78.04%-73.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $412 | $1,042-60.5% | $1,924-78.6% | $2,281-81.9% |
| Participant deferral / active EE | $2,762 | $2,091+32.1% | $2,794-1.2% | $3,203-13.8% |
| Admin fee / account holder | $2,987 | $3,771-20.8% | $4,815-38.0% | $4,296-30.5% |