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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 | $45,810 | $64,920-29.4% | $103,693-55.8% | $86,983-47.3% |
| Participation rate | 95.1% | 63.6%+31.5pp | 72.6%+22.4pp | 69.5%+25.5pp |
| Annual return | 5.17% | 30.29%-25.1pp | 47.61%-42.4pp | 25.83%-20.7pp |
| Employer contribution / active EE | $2,371 | $2,141+10.7% | $2,920-18.8% | $2,584-8.3% |
| Participant deferral / active EE | $3,851 | $3,241+18.8% | $4,579-15.9% | $4,194-8.2% |
| Admin fee / account holder | $500 | $6,191-91.9% | $7,858-93.6% | $7,856-93.6% |