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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 | $49,239+14.3% | $70,462-20.1% | $79,858-29.5% |
| Participation rate | 72.4% | 69.2%+3.2pp | 75.1%-2.6pp | 69.6%+2.8pp |
| Annual return | 4.27% | 30.08%-25.8pp | 109.08%-104.8pp | 31.72%-27.4pp |
| Employer contribution / active EE | $964 | $2,100-54.1% | $2,737-64.8% | $2,471-61.0% |
| Participant deferral / active EE | $3,470 | $2,769+25.3% | $3,710-6.4% | $3,740-7.2% |
| Admin fee / account holder | $1,283 | $2,876-55.4% | $3,845-66.6% | $5,306-75.8% |