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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 | $31,068 | $56,894-45.4% | $84,753-63.3% | $62,881-50.6% |
| Participation rate | 72.4% | 68.5%+3.9pp | 76.6%-4.2pp | 69.3%+3.1pp |
| Annual return | 3.91% | 6.30%-2.4pp | 22.78%-18.9pp | 20.14%-16.2pp |
| Employer contribution / active EE | $849 | $2,400-64.6% | $3,574-76.3% | $2,281-62.8% |
| Participant deferral / active EE | $2,008 | $2,709-25.9% | $3,712-45.9% | $3,203-37.3% |
| Admin fee / account holder | $3,892 | $3,581+8.7% | $5,333-27.0% | $4,296-9.4% |