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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 | $65,585 | $60,352+8.7% | $74,185-11.6% | $62,881+4.3% |
| Participation rate | 87.8% | 72.7%+15.1pp | 76.6%+11.2pp | 69.3%+18.5pp |
| Annual return | 4.15% | 21.37%-17.2pp | 17.74%-13.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,351 | $1,680-19.6% | $2,370-43.0% | $2,281-40.8% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,535 | $4,261-17.0% | $5,586-36.7% | $4,296-17.7% |