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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 | $80,269 | $45,079+78.1% | $69,461+15.6% | $72,983+10.0% |
| Participation rate | 94.7% | 68.5%+26.2pp | 74.6%+20.1pp | 69.5%+25.2pp |
| Annual return | 3.53% | 22.65%-19.1pp | 28.97%-25.4pp | 81.01%-77.5pp |
| Employer contribution / active EE | $2,208 | $2,055+7.5% | $2,779-20.5% | $2,440-9.5% |
| Participant deferral / active EE | $2,407 | $2,603-7.5% | $3,536-31.9% | $3,608-33.3% |
| Admin fee / account holder | $1,421 | $3,056-53.5% | $3,840-63.0% | $5,124-72.3% |