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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 | $40,701 | $93,064-56.3% | $74,577-45.4% | $273,972-85.1% |
| Participation rate | 94.1% | 74.9%+19.2pp | 68.1%+26.0pp | 83.0%+11.1pp |
| Annual return | 1.58% | 26.18%-24.6pp | 20.47%-18.9pp | 41.46%-39.9pp |
| Employer contribution / active EE | $1,525 | $3,160-51.7% | $2,525-39.6% | $4,869-68.7% |
| Participant deferral / active EE | $3,516 | $4,160-15.5% | $3,458+1.7% | $5,287-33.5% |
| Admin fee / account holder | $2,114 | $5,273-59.9% | $4,138-48.9% | $10,133-79.1% |