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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 | $63,512 | $64,359-1.3% | $90,161-29.6% | $70,126-9.4% |
| Participation rate | 96.2% | 70.4%+25.7pp | 76.9%+19.3pp | 69.5%+26.6pp |
| Annual return | 11.98% | 28.13%-16.2pp | 34.89%-22.9pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,802 | $2,046-11.9% | $3,318-45.7% | $2,343-23.1% |
| Participant deferral / active EE | $2,306 | $4,389-47.5% | $5,287-56.4% | $3,332-30.8% |
| Admin fee / account holder | $2,518 | $3,945-36.2% | $5,943-57.6% | $4,645-45.8% |