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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 | $51,022 | $49,249+3.6% | $70,476-27.6% | $79,852-36.1% |
| Participation rate | 94.4% | 69.2%+25.3pp | 75.1%+19.4pp | 69.6%+24.8pp |
| Annual return | 5.23% | 30.09%-24.9pp | 109.12%-103.9pp | 31.72%-26.5pp |
| Employer contribution / active EE | $2,255 | $2,100+7.4% | $2,738-17.6% | $2,471-8.7% |
| Participant deferral / active EE | $2,648 | $2,769-4.4% | $3,710-28.6% | $3,740-29.2% |
| Admin fee / account holder | $697 | $2,878-75.8% | $3,847-81.9% | $5,306-86.9% |