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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 | $41,641 | $66,764-37.6% | $88,497-52.9% | $62,881-33.8% |
| Participation rate | 92.7% | 77.3%+15.4pp | 82.4%+10.3pp | 69.3%+23.4pp |
| Annual return | 3.94% | 10.37%-6.4pp | 7.63%-3.7pp | 20.14%-16.2pp |
| Employer contribution / active EE | $2,021 | $3,077-34.3% | $4,036-49.9% | $2,281-11.4% |
| Participant deferral / active EE | $1,744 | $3,976-56.2% | $4,899-64.4% | $3,203-45.6% |
| Admin fee / account holder | $2,475 | $4,668-47.0% | $6,220-60.2% | $4,296-42.4% |