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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 | $45,187 | $45,050+0.3% | $63,018-28.3% | $70,126-35.6% |
| Participation rate | 97.7% | 69.5%+28.2pp | 74.8%+22.9pp | 69.5%+28.1pp |
| Annual return | 10.28% | 18.76%-8.5pp | 87.62%-77.3pp | 73.15%-62.9pp |
| Employer contribution / active EE | $2,511 | $2,052+22.4% | $2,761-9.1% | $2,343+7.2% |
| Participant deferral / active EE | $3,735 | $2,466+51.5% | $3,330+12.2% | $3,332+12.1% |
| Admin fee / account holder | $2,098 | $2,834-26.0% | $3,601-41.7% | $4,645-54.8% |