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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 | $38,789 | $49,239-21.2% | $70,462-45.0% | $79,858-51.4% |
| Participation rate | 93.5% | 69.2%+24.4pp | 75.1%+18.5pp | 69.6%+23.9pp |
| Annual return | 5.16% | 30.08%-24.9pp | 109.08%-103.9pp | 31.72%-26.6pp |
| Employer contribution / active EE | $1,485 | $2,100-29.3% | $2,737-45.8% | $2,471-39.9% |
| Participant deferral / active EE | $3,731 | $2,769+34.8% | $3,710+0.6% | $3,740-0.2% |
| Admin fee / account holder | $877 | $2,876-69.5% | $3,845-77.2% | $5,306-83.5% |