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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 | $62,254 | $48,078+29.5% | $78,676-20.9% | $62,881-1.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.20% | 31.36%-27.2pp | 62.19%-58.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,475 | $2,015-26.8% | $2,850-48.2% | $2,281-35.3% |
| Participant deferral / active EE | $1,158 | $2,587-55.3% | $3,517-67.1% | $3,203-63.9% |
| Admin fee / account holder | $4,258 | $3,206+32.8% | $4,510-5.6% | $4,296-0.9% |