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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 | $49,922 | $45,082+10.7% | $69,464-28.1% | $72,975-31.6% |
| Participation rate | 85.2% | 68.5%+16.7pp | 74.6%+10.6pp | 69.5%+15.7pp |
| Annual return | 3.76% | 22.66%-18.9pp | 28.98%-25.2pp | 81.01%-77.3pp |
| Employer contribution / active EE | $1,111 | $2,055-45.9% | $2,779-60.0% | $2,440-54.5% |
| Participant deferral / active EE | $3,480 | $2,604+33.6% | $3,536-1.6% | $3,608-3.5% |
| Admin fee / account holder | $1,506 | $3,057-50.7% | $3,840-60.8% | $5,124-70.6% |