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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 | $59,390 | $86,050-31.0% | $189,758-68.7% | $94,015-36.8% |
| Participation rate | 91.1% | 68.9%+22.2pp | 79.8%+11.3pp | 70.8%+20.3pp |
| Annual return | 8.02% | 17.77%-9.8pp | 52.62%-44.6pp | 17.84%-9.8pp |
| Employer contribution / active EE | $3,579 | $2,819+27.0% | $4,767-24.9% | $2,790+28.3% |
| Participant deferral / active EE | $2,472 | $3,349-26.2% | $5,856-57.8% | $4,249-41.8% |
| Admin fee / account holder | $4,686 | $6,627-29.3% | $20,388-77.0% | $8,951-47.6% |