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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 | $49,694 | $51,222-3.0% | $70,544-29.6% | $75,173-33.9% |
| Participation rate | 98.2% | 61.0%+37.3pp | 68.4%+29.9pp | 67.2%+31.0pp |
| Annual return | 3.21% | 30.06%-26.8pp | 32.79%-29.6pp | 160.72%-157.5pp |
| Employer contribution / active EE | $2,410 | $1,827+31.9% | $2,976-19.0% | $2,671-9.8% |
| Participant deferral / active EE | $2,583 | $2,850-9.4% | $4,568-43.5% | $4,126-37.4% |
| Admin fee / account holder | $1,838 | $4,096-55.1% | $6,427-71.4% | $5,651-67.5% |