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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 | $58,700 | $65,712-10.7% | $57,196+2.6% | $273,972-78.6% |
| Participation rate | 82.4% | 78.3%+4.0pp | 75.3%+7.0pp | 83.0%-0.7pp |
| Annual return | 0.37% | 22.01%-21.6pp | 14.59%-14.2pp | 41.46%-41.1pp |
| Employer contribution / active EE | $4,468 | $3,280+36.2% | $2,683+66.5% | $4,869-8.2% |
| Participant deferral / active EE | $2,991 | $3,782-20.9% | $3,096-3.4% | $5,287-43.4% |
| Admin fee / account holder | $2,409 | $4,838-50.2% | $3,141-23.3% | $10,133-76.2% |