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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 | $80,301 | $76,551+4.9% | $123,894-35.2% | $62,881+27.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 3.76% | 18.68%-14.9pp | 47.52%-43.8pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,631 | $2,882-43.4% | $4,617-64.7% | $2,281-28.5% |
| Participant deferral / active EE | $3,526 | $4,840-27.1% | $5,984-41.1% | $3,203+10.1% |
| Admin fee / account holder | $1,516 | $4,826-68.6% | $8,357-81.9% | $4,296-64.7% |