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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 | $51,232 | $50,554+1.3% | $67,681-24.3% | $87,485-41.4% |
| Participation rate | 84.9% | 67.7%+17.2pp | 73.7%+11.2pp | 68.9%+16.0pp |
| Annual return | 10.06% | 17.81%-7.8pp | 590.58%-580.5pp | 26.06%-16.0pp |
| Employer contribution / active EE | $1,744 | $1,988-12.3% | $2,678-34.9% | $2,596-32.8% |
| Participant deferral / active EE | $3,708 | $2,961+25.2% | $3,976-6.7% | $4,274-13.2% |
| Admin fee / account holder | $2,562 | $4,132-38.0% | $6,100-58.0% | $7,775-67.1% |