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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 | $73,337 | $49,255+48.9% | $70,494+4.0% | $79,856-8.2% |
| Participation rate | 70.0% | 69.2%+0.8pp | 75.1%-5.1pp | 69.6%+0.4pp |
| Annual return | 3.74% | 30.10%-26.4pp | 109.16%-105.4pp | 31.71%-28.0pp |
| Employer contribution / active EE | $1,380 | $2,100-34.3% | $2,738-49.6% | $2,471-44.2% |
| Participant deferral / active EE | $3,151 | $2,768+13.8% | $3,711-15.1% | $3,741-15.8% |
| Admin fee / account holder | $309 | $2,879-89.3% | $3,848-92.0% | $5,306-94.2% |