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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 | $77,050 | $65,685+17.3% | $57,181+34.7% | $273,968-71.9% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 0.49% | 21.99%-21.5pp | 14.59%-14.1pp | 41.45%-41.0pp |
| Employer contribution / active EE | $2,005 | $3,279-38.8% | $2,682-25.2% | $4,869-58.8% |
| Participant deferral / active EE | $1,003 | $3,781-73.5% | $3,096-67.6% | $5,287-81.0% |
| Admin fee / account holder | $5,876 | $4,835+21.5% | $3,139+87.2% | $10,132-42.0% |