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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 | $68,784 | $48,078+43.1% | $78,676-12.6% | $62,881+9.4% |
| Participation rate | 93.3% | 65.2%+28.1pp | 73.6%+19.8pp | 69.3%+24.0pp |
| Annual return | 1.62% | 31.36%-29.7pp | 62.19%-60.6pp | 20.14%-18.5pp |
| Employer contribution / active EE | $2,218 | $2,015+10.1% | $2,850-22.2% | $2,281-2.8% |
| Participant deferral / active EE | $4,301 | $2,587+66.3% | $3,517+22.3% | $3,203+34.3% |
| Admin fee / account holder | $354 | $3,206-89.0% | $4,510-92.2% | $4,296-91.8% |