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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 | $50,636 | $87,834-42.4% | $133,975-62.2% | $62,881-19.5% |
| Participation rate | 82.8% | 83.4%-0.6pp | 87.1%-4.3pp | 69.3%+13.5pp |
| Annual return | 5.15% | 12.05%-6.9pp | 29.29%-24.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $2,701 | $3,482-22.4% | $5,211-48.2% | $2,281+18.4% |
| Participant deferral / active EE | $2,751 | $4,812-42.8% | $6,282-56.2% | $3,203-14.1% |
| Admin fee / account holder | $513 | $5,372-90.5% | $9,324-94.5% | $4,296-88.1% |