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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 | $45,320 | $49,249-8.0% | $70,476-35.7% | $79,852-43.2% |
| Participation rate | 74.3% | 69.2%+5.2pp | 75.1%-0.7pp | 69.6%+4.7pp |
| Annual return | 4.79% | 30.09%-25.3pp | 109.12%-104.3pp | 31.72%-26.9pp |
| Employer contribution / active EE | $2,100 | $2,1000% | $2,738-23.3% | $2,471-15.0% |
| Participant deferral / active EE | $5,704 | $2,769+106.0% | $3,710+53.7% | $3,740+52.5% |
| Admin fee / account holder | $417 | $2,878-85.5% | $3,847-89.2% | $5,306-92.1% |