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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 | $76,407-22.3% | $150,298-60.5% | $82,448-28.0% |
| Participation rate | 91.1% | 66.4%+24.7pp | 77.8%+13.4pp | 68.1%+23.0pp |
| Annual return | 8.02% | 39.99%-32.0pp | 62.79%-54.8pp | 41.64%-33.6pp |
| Employer contribution / active EE | $3,579 | $2,614+36.9% | $4,154-13.8% | $2,551+40.3% |
| Participant deferral / active EE | $2,472 | $3,214-23.1% | $5,453-54.7% | $4,139-40.3% |
| Admin fee / account holder | $4,686 | $6,352-26.2% | $14,116-66.8% | $7,234-35.2% |