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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 | $56,779 | $49,239+15.3% | $70,462-19.4% | $79,858-28.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.51% | 30.08%-25.6pp | 109.08%-104.6pp | 31.72%-27.2pp |
| Employer contribution / active EE | $1,880 | $2,100-10.5% | $2,737-31.3% | $2,471-23.9% |
| Participant deferral / active EE | $4,966 | $2,769+79.3% | $3,710+33.9% | $3,740+32.8% |
| Admin fee / account holder | $2,241 | $2,876-22.1% | $3,845-41.7% | $5,306-57.8% |