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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 | $65,317 | $39,132+66.9% | $57,196+14.2% | $62,881+3.9% |
| Participation rate | 89.7% | 70.5%+19.3pp | 75.3%+14.4pp | 69.3%+20.4pp |
| Annual return | 0.62% | 9.24%-8.6pp | 14.59%-14.0pp | 20.14%-19.5pp |
| Employer contribution / active EE | $3,332 | $1,874+77.8% | $2,683+24.2% | $2,281+46.1% |
| Participant deferral / active EE | $3,378 | $2,374+42.3% | $3,096+9.1% | $3,203+5.5% |
| Admin fee / account holder | $1,960 | $2,594-24.4% | $3,141-37.6% | $4,296-54.4% |