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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 | $66,377 | $63,456+4.6% | $100,712-34.1% | $64,097+3.6% |
| Participation rate | 100.0% | 49.7%+50.3pp | 69.3%+30.7pp | 55.2%+44.8pp |
| Annual return | 12.19% | 19.65%-7.5pp | 33.27%-21.1pp | 34.64%-22.5pp |
| Employer contribution / active EE | $965 | $1,003-3.7% | $2,313-58.3% | $1,891-49.0% |
| Participant deferral / active EE | $1,988 | $2,463-19.3% | $4,085-51.3% | $3,080-35.4% |
| Admin fee / account holder | $3,551 | $4,808-26.2% | $9,256-61.6% | $3,454+2.8% |