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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 | $57,861 | $56,287+2.8% | $80,977-28.5% | $62,881-8.0% |
| Participation rate | 96.4% | 68.9%+27.5pp | 75.8%+20.6pp | 69.3%+27.1pp |
| Annual return | 4.85% | 22.13%-17.3pp | 17.11%-12.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,609 | $1,943-17.2% | $3,715-56.7% | $2,281-29.5% |
| Participant deferral / active EE | $1,846 | $4,196-56.0% | $5,696-67.6% | $3,203-42.4% |
| Admin fee / account holder | $3,996 | $3,742+6.8% | $5,517-27.6% | $4,296-7.0% |