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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 | $56,273 | $49,255+14.2% | $70,494-20.2% | $79,856-29.5% |
| Participation rate | 72.4% | 69.2%+3.3pp | 75.1%-2.6pp | 69.6%+2.8pp |
| Annual return | 4.27% | 30.10%-25.8pp | 109.16%-104.9pp | 31.71%-27.4pp |
| Employer contribution / active EE | $964 | $2,100-54.1% | $2,738-64.8% | $2,471-61.0% |
| Participant deferral / active EE | $3,470 | $2,768+25.4% | $3,711-6.5% | $3,741-7.2% |
| Admin fee / account holder | $1,283 | $2,879-55.4% | $3,848-66.7% | $5,306-75.8% |