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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 | $43,068 | $49,249-12.6% | $70,476-38.9% | $79,852-46.1% |
| Participation rate | 94.6% | 69.2%+25.5pp | 75.1%+19.6pp | 69.6%+25.0pp |
| Annual return | 4.08% | 30.09%-26.0pp | 109.12%-105.0pp | 31.72%-27.6pp |
| Employer contribution / active EE | $2,563 | $2,100+22.0% | $2,738-6.4% | $2,471+3.7% |
| Participant deferral / active EE | $5,142 | $2,769+85.7% | $3,710+38.6% | $3,740+37.5% |
| Admin fee / account holder | $782 | $2,878-72.8% | $3,847-79.7% | $5,306-85.3% |