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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 | $51,755 | $45,082+14.8% | $69,464-25.5% | $72,975-29.1% |
| Participation rate | 70.0% | 68.5%+1.5pp | 74.6%-4.6pp | 69.5%+0.5pp |
| Annual return | 1.90% | 22.66%-20.8pp | 28.98%-27.1pp | 81.01%-79.1pp |
| Employer contribution / active EE | $2,645 | $2,055+28.7% | $2,779-4.8% | $2,440+8.4% |
| Participant deferral / active EE | $6,648 | $2,604+155.3% | $3,536+88.0% | $3,608+84.3% |
| Admin fee / account holder | $1,386 | $3,057-54.7% | $3,840-63.9% | $5,124-73.0% |