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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 | $38,570 | $45,082-14.4% | $69,464-44.5% | $72,975-47.1% |
| Participation rate | 98.1% | 68.5%+29.7pp | 74.6%+23.5pp | 69.5%+28.7pp |
| Annual return | 4.50% | 22.66%-18.2pp | 28.98%-24.5pp | 81.01%-76.5pp |
| Employer contribution / active EE | $1,767 | $2,055-14.1% | $2,779-36.4% | $2,440-27.6% |
| Participant deferral / active EE | $3,560 | $2,604+36.7% | $3,536+0.7% | $3,608-1.3% |
| Admin fee / account holder | $1,835 | $3,057-40.0% | $3,840-52.2% | $5,124-64.2% |