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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 | $54,142 | $90,486-40.2% | $78,676-31.2% | $273,972-80.2% |
| Participation rate | 89.5% | 76.5%+13.0pp | 73.6%+15.9pp | 83.0%+6.5pp |
| Annual return | 0.73% | 75.62%-74.9pp | 62.19%-61.5pp | 41.46%-40.7pp |
| Employer contribution / active EE | $3,061 | $3,175-3.6% | $2,850+7.4% | $4,869-37.1% |
| Participant deferral / active EE | $1,134 | $3,901-70.9% | $3,517-67.7% | $5,287-78.5% |
| Admin fee / account holder | $5,407 | $5,263+2.7% | $4,510+19.9% | $10,133-46.6% |